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 | $67,952 | $177,572-61.7% | $154,803-56.1% | $142,382-52.3% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.1%-13.8pp | 80.1%-15.8pp |
| Annual return | 83.07% | 65.07%+18.0pp | 58.88%+24.2pp | 217.08%-134.0pp |
| Employer contribution / active EE | $6,379 | $4,810+32.6% | $4,305+48.2% | $4,299+48.4% |
| Participant deferral / active EE | $8,253 | $6,272+31.6% | $5,540+49.0% | $6,507+26.8% |
| Admin fee / account holder | $1,055 | $16,786-93.7% | $14,329-92.6% | $12,624-91.6% |