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 | $29,599 | $159,901-81.5% | $146,958-79.9% | $145,922-79.7% |
| Participation rate | 35.3% | 84.0%-48.7pp | 82.2%-46.9pp | 80.3%-45.0pp |
| Annual return | 21.33% | 98.13%-76.8pp | 418.34%-397.0pp | 561.29%-540.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,270 | $8,428-25.6% | $8,070-22.3% | $6,688-6.2% |
| Admin fee / account holder | $3,831 | $15,044-74.5% | $12,998-70.5% | $13,397-71.4% |