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 | $48,230-31.5% | $67,502-51.1% | $80,856-59.2% |
| Participation rate | 67.6% | 66.4%+1.3pp | 72.9%-5.2pp | 67.6%0pp |
| Annual return | 28.01% | 18.28%+9.7pp | 3512.12%-3484.1pp | 35.59%-7.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,246 | $2,924+250.4% | $4,000+156.2% | $4,296+138.5% |
| Admin fee / account holder | $4,488 | $3,681+21.9% | $3,998+12.3% | $6,918-35.1% |