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 | $19,229 | $34,934-45.0% | $56,411-65.9% | $74,495-74.2% |
| Participation rate | 18.3% | 32.8%-14.6pp | 52.5%-34.2pp | 67.2%-48.9pp |
| Annual return | 19.61% | 25.94%-6.3pp | 1701.33%-1681.7pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $376 | $609-38.3% | $1,039-63.8% | $2,623-85.7% |
| Participant deferral / active EE | $496 | $1,170-57.6% | $1,952-74.6% | $4,346-88.6% |
| Admin fee / account holder | $439 | $2,364-81.4% | $2,829-84.5% | $1,942-77.4% |