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 | $13,297 | $74,888-82.2% | $71,209-81.3% | $142,382-90.7% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.1%-80.1pp |
| Annual return | 35.38% | 345.14%-309.8pp | 282.51%-247.1pp | 217.08%-181.7pp |
| Employer contribution / active EE | $2,350 | $2,854-17.7% | $2,721-13.6% | $4,299-45.3% |
| Participant deferral / active EE | $3,369 | $4,454-24.4% | $4,175-19.3% | $6,507-48.2% |
| Admin fee / account holder | $646 | $5,568-88.4% | $5,349-87.9% | $12,624-94.9% |