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 | $90,146 | $70,606+27.7% | $53,898+67.3% | $142,382-36.7% |
| Participation rate | 30.8% | 63.7%-32.9pp | 55.0%-24.2pp | 80.1%-49.4pp |
| Annual return | 11.67% | 619.81%-608.1pp | 528.60%-516.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $441 | $1,202-63.3% | $932-52.7% | $4,299-89.7% |
| Participant deferral / active EE | $1,392 | $2,364-41.1% | $1,826-23.8% | $6,507-78.6% |
| Admin fee / account holder | $11,167 | $2,852+291.6% | $2,491+348.3% | $12,624-11.5% |