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 | $67,984-34.0% | $65,493-31.5% | $74,304-39.6% |
| Participation rate | 48.5% | 66.3%-17.9pp | 73.1%-24.6pp | 60.3%-11.9pp |
| Annual return | 2276.97% | 19.87%+2257.1pp | 982.45%+1294.5pp | 29.43%+2247.5pp |
| Employer contribution / active EE | $1,748 | $2,491-29.8% | $2,574-32.1% | $2,241-22.0% |
| Participant deferral / active EE | $3,497 | $3,346+4.5% | $3,961-11.7% | $3,767-7.2% |
| Admin fee / account holder | $2,122 | $1,373+54.6% | $5,028-57.8% | $2,969-28.5% |