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 | $35,458 | $65,561-45.9% | $86,188-58.9% | $75,163-52.8% |
| Participation rate | 65.4% | 60.5%+4.9pp | 69.0%-3.6pp | 67.2%-1.8pp |
| Annual return | 0.00% | 46.05%-46.1pp | 1168.45%-1168.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $3,545 | $1,553+128.3% | $2,380+48.9% | $2,670+32.8% |
| Participant deferral / active EE | $8,141 | $3,024+169.3% | $3,985+104.3% | $4,125+97.4% |
| Admin fee / account holder | $775 | $5,474-85.8% | $6,852-88.7% | $5,651-86.3% |