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 | $72,071-81.5% | $68,368-80.6% | $137,256-90.3% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 35.38% | 353.14%-317.8pp | 292.57%-257.2pp | 220.34%-185.0pp |
| Employer contribution / active EE | $2,350 | $2,788-15.7% | $2,649-11.3% | $4,156-43.5% |
| Participant deferral / active EE | $3,369 | $4,410-23.6% | $4,123-18.3% | $6,407-47.4% |
| Admin fee / account holder | $646 | $5,336-87.9% | $5,150-87.4% | $12,270-94.7% |