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 | $38,318 | $133,922-71.4% | $116,228-67.0% | $142,382-73.1% |
| Participation rate | 21.1% | 77.9%-56.8pp | 74.6%-53.5pp | 80.1%-59.1pp |
| Annual return | 125.73% | 147.76%-22.0pp | 90.06%+35.7pp | 217.08%-91.3pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,263 | $5,672+98.6% | $4,953+127.4% | $6,507+73.1% |
| Admin fee / account holder | $3,088 | $14,945-79.3% | $11,989-74.2% | $12,624-75.5% |