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 | $123,861 | $111,754+10.8% | $103,333+19.9% | $145,922-15.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 34.63% | 24.77%+9.9pp | 24.88%+9.8pp | 561.29%-526.7pp |
| Employer contribution / active EE | $14,733 | $4,212+249.8% | $3,868+280.9% | $4,660+216.2% |
| Participant deferral / active EE | $40,333 | $5,619+617.9% | $5,057+697.5% | $6,688+503.1% |
| Admin fee / account holder | $340 | $9,750-96.5% | $8,355-95.9% | $13,397-97.5% |