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 | $11,397 | $72,400-84.3% | $67,502-83.1% | $145,922-92.2% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 16.29% | 7182.46%-7166.2pp | 3512.12%-3495.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,954 | $3,069-36.3% | $2,731-28.5% | $4,660-58.1% |
| Participant deferral / active EE | $2,455 | $4,783-48.7% | $4,000-38.6% | $6,688-63.3% |
| Admin fee / account holder | $2,017 | $5,539-63.6% | $3,998-49.5% | $13,397-84.9% |