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 | $71,543 | $97,125-26.3% | $86,233-17.0% | $137,256-47.9% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.0%-40.4pp | 80.0%-51.4pp |
| Annual return | 14.75% | 74.19%-59.4pp | 61.39%-46.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $626 | $2,841-78.0% | $2,504-75.0% | $4,156-84.9% |
| Participant deferral / active EE | $5,115 | $5,180-1.3% | $4,559+12.2% | $6,407-20.2% |
| Admin fee / account holder | $10,625 | $9,725+9.3% | $8,342+27.4% | $12,270-13.4% |