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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $356,103 | $210,698+69.0% | $178,014+100.0% | $145,959+144.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 16.97% | 386.27%-369.3pp | 294.80%-277.8pp | 561.95%-545.0pp |
| Employer contribution / active EE | $21,750 | $4,567+376.2% | $3,950+450.6% | $4,661+366.7% |
| Participant deferral / active EE | $21,792 | $6,958+213.2% | $6,276+247.2% | $6,689+225.8% |
| Admin fee / account holder | $1,447 | $12,016-88.0% | $10,362-86.0% | $13,398-89.2% |