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 | $19,019 | $88,751-78.6% | $81,812-76.8% | $145,922-87.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 29.18% | 1025.40%-996.2pp | 773.79%-744.6pp | 561.29%-532.1pp |
| Employer contribution / active EE | $1,838 | $3,083-40.4% | $2,912-36.9% | $4,660-60.6% |
| Participant deferral / active EE | $4,097 | $4,643-11.8% | $4,319-5.1% | $6,688-38.7% |
| Admin fee / account holder | $392 | $8,415-95.3% | $7,386-94.7% | $13,397-97.1% |