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 | $141,090 | $111,814+26.2% | $93,654+50.6% | $145,959-3.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 3704.01% | 203.30%+3500.7pp | 133.34%+3570.7pp | 561.95%+3142.1pp |
| Employer contribution / active EE | $6,895 | $3,092+123.0% | $2,421+184.8% | $4,661+47.9% |
| Participant deferral / active EE | $13,054 | $4,914+165.6% | $4,413+195.8% | $6,689+95.2% |
| Admin fee / account holder | $670 | $10,246-93.5% | $8,282-91.9% | $13,398-95.0% |