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 | $230,017 | $90,348+154.6% | $75,972+202.8% | $145,922+57.6% |
| Participation rate | 35.3% | 74.5%-39.2pp | 69.1%-33.8pp | 80.3%-45.0pp |
| Annual return | 16.09% | 620.88%-604.8pp | 359.55%-343.5pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,616 | $3,311-51.2% | $2,685-39.8% | $4,660-65.3% |
| Participant deferral / active EE | $6,635 | $5,162+28.6% | $4,255+55.9% | $6,688-0.8% |
| Admin fee / account holder | $22,338 | $8,467+163.8% | $6,467+245.4% | $13,397+66.7% |