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 | $16,466 | $111,814-85.3% | $103,374-84.1% | $145,959-88.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 20.71% | 24.77%-4.1pp | 24.89%-4.2pp | 561.95%-541.2pp |
| Employer contribution / active EE | $1,628 | $4,214-61.4% | $3,869-57.9% | $4,661-65.1% |
| Participant deferral / active EE | $4,542 | $5,618-19.2% | $5,058-10.2% | $6,689-32.1% |
| Admin fee / account holder | $952 | $9,754-90.2% | $8,394-88.7% | $13,398-92.9% |