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 | $20,128 | $159,901-87.4% | $146,958-86.3% | $145,922-86.2% |
| Participation rate | 23.1% | 84.0%-60.9pp | 82.2%-59.1pp | 80.3%-57.2pp |
| Annual return | 24.69% | 98.13%-73.4pp | 418.34%-393.6pp | 561.29%-536.6pp |
| Employer contribution / active EE | $1,399 | $5,286-73.5% | $4,933-71.6% | $4,660-70.0% |
| Participant deferral / active EE | $5,132 | $8,428-39.1% | $8,070-36.4% | $6,688-23.3% |
| Admin fee / account holder | $5,738 | $15,044-61.9% | $12,998-55.9% | $13,397-57.2% |