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 | $151,329 | $158,398-4.5% | $126,539+19.6% | $142,382+6.3% |
| Participation rate | 20.0% | 75.8%-55.8pp | 69.8%-49.8pp | 80.1%-60.1pp |
| Annual return | 23.16% | 593.76%-570.6pp | 425.95%-402.8pp | 217.08%-193.9pp |
| Employer contribution / active EE | $978 | $4,650-79.0% | $3,674-73.4% | $4,299-77.3% |
| Participant deferral / active EE | $3,572 | $4,767-25.1% | $4,083-12.5% | $6,507-45.1% |
| Admin fee / account holder | $559 | $6,918-91.9% | $6,065-90.8% | $12,624-95.6% |