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 | $159,934-75.6% | $147,005-73.5% | $145,959-73.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.26% | 98.24%-82.0pp | 418.76%-402.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $1,882 | $5,287-64.4% | $4,934-61.9% | $4,661-59.6% |
| Participant deferral / active EE | $4,023 | $8,427-52.3% | $8,070-50.1% | $6,689-39.9% |
| Admin fee / account holder | $1,276 | $15,053-91.5% | $13,006-90.2% | $13,398-90.5% |