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 | $77,144 | $165,984-53.5% | $164,813-53.2% | $145,922-47.1% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.6pp |
| Annual return | 14.15% | 100.03%-85.9pp | 69.93%-55.8pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,445 | $5,273-34.7% | $4,341-20.6% | $4,660-26.1% |
| Participant deferral / active EE | $6,582 | $6,959-5.4% | $6,031+9.1% | $6,688-1.6% |
| Admin fee / account holder | $3,211 | $16,648-80.7% | $12,690-74.7% | $13,397-76.0% |