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 | $20,116 | $114,381-82.4% | $107,525-81.3% | $142,382-85.9% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.1%-20.1pp | 80.1%-25.1pp |
| Annual return | 23.65% | 242.71%-219.1pp | 181.32%-157.7pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,549 | $4,015-61.4% | $3,754-58.7% | $4,299-64.0% |
| Participant deferral / active EE | $3,804 | $5,564-31.6% | $5,116-25.6% | $6,507-41.5% |
| Admin fee / account holder | $962 | $9,860-90.2% | $8,919-89.2% | $12,624-92.4% |