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 | $43,926 | $80,724-45.6% | $103,333-57.5% | $74,495-41.0% |
| Participation rate | 50.0% | 65.7%-15.7pp | 74.5%-24.5pp | 67.2%-17.2pp |
| Annual return | 16.74% | 27.56%-10.8pp | 24.88%-8.1pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $3,878 | $3,157+22.8% | $3,868+0.3% | $2,623+47.9% |
| Participant deferral / active EE | $4,201 | $3,860+8.8% | $5,057-16.9% | $4,346-3.3% |
| Admin fee / account holder | $5,685 | $2,368+140.1% | $8,355-32.0% | $1,942+192.8% |