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 | $51,448 | $183,519-72.0% | $155,509-66.9% | $145,922-64.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 415.06% | 61.17%+353.9pp | 64.67%+350.4pp | 561.29%-146.2pp |
| Employer contribution / active EE | $1,080 | $5,313-79.7% | $4,672-76.9% | $4,660-76.8% |
| Participant deferral / active EE | $4,546 | $6,462-29.7% | $5,626-19.2% | $6,688-32.0% |
| Admin fee / account holder | $473 | $19,313-97.6% | $15,912-97.0% | $13,397-96.5% |