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 | $33,025 | $48,277-31.6% | $67,511-51.1% | $80,874-59.2% |
| Participation rate | 67.6% | 66.4%+1.3pp | 72.9%-5.2pp | 67.6%0pp |
| Annual return | 28.01% | 18.27%+9.7pp | 3517.41%-3489.4pp | 35.62%-7.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,246 | $2,926+250.2% | $4,000+156.1% | $4,297+138.4% |
| Admin fee / account holder | $4,488 | $3,687+21.7% | $3,999+12.2% | $6,935-35.3% |