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 | $190,500 | $177,572+7.3% | $154,803+23.1% | $142,382+33.8% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.1%-53.1pp | 80.1%-55.1pp |
| Annual return | 0.00% | 65.07%-65.1pp | 58.88%-58.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,602 | $4,810-45.9% | $4,305-39.6% | $4,299-39.5% |
| Participant deferral / active EE | $8,941 | $6,272+42.6% | $5,540+61.4% | $6,507+37.4% |
| Admin fee / account holder | $584 | $16,786-96.5% | $14,329-95.9% | $12,624-95.4% |