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 | $39,001 | $159,901-75.6% | $146,958-73.5% | $145,922-73.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.26% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,882 | $5,286-64.4% | $4,933-61.8% | $4,660-59.6% |
| Participant deferral / active EE | $4,023 | $8,428-52.3% | $8,070-50.2% | $6,688-39.8% |
| Admin fee / account holder | $1,276 | $15,044-91.5% | $12,998-90.2% | $13,397-90.5% |