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 | $10,705 | $49,915-78.6% | $154,803-93.1% | $74,304-85.6% |
| Participation rate | 24.6% | 54.0%-29.3pp | 78.1%-53.5pp | 60.3%-35.7pp |
| Annual return | 183.32% | 34.06%+149.3pp | 58.88%+124.4pp | 29.43%+153.9pp |
| Employer contribution / active EE | $722 | $1,611-55.2% | $4,305-83.2% | $2,241-67.8% |
| Participant deferral / active EE | $1,196 | $2,255-47.0% | $5,540-78.4% | $3,767-68.3% |
| Admin fee / account holder | $304 | $2,189-86.1% | $14,329-97.9% | $2,969-89.8% |