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 | $151,998 | $189,613-19.8% | $167,512-9.3% | $142,382+6.8% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 16.92% | 2024.68%-2007.8pp | 1615.79%-1598.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,258 | $4,349-48.1% | $3,882-41.8% | $4,299-47.5% |
| Participant deferral / active EE | $8,468 | $6,981+21.3% | $6,405+32.2% | $6,507+30.1% |
| Admin fee / account holder | $592 | $10,528-94.4% | $9,769-93.9% | $12,624-95.3% |