See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,881 | $64,705-30.6% | $62,929-28.7% | $67,986-34.0% |
| Participation rate | 48.5% | 65.6%-17.1pp | 73.1%-24.6pp | 57.2%-8.7pp |
| Annual return | 2276.97% | 20.31%+2256.7pp | 1063.93%+1213.0pp | 31.67%+2245.3pp |
| Employer contribution / active EE | $1,748 | $2,376-26.4% | $2,505-30.2% | $2,019-13.4% |
| Participant deferral / active EE | $3,497 | $3,198+9.4% | $3,888-10.1% | $3,358+4.1% |
| Admin fee / account holder | $2,122 | $1,428+48.6% | $5,065-58.1% | $3,203-33.7% |