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 | $74,375 | $100,773-26.2% | $88,946-16.4% | $142,382-47.8% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 19.75% | 70.18%-50.4pp | 57.82%-38.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $6,962 | $2,918+138.6% | $2,555+172.5% | $4,299+61.9% |
| Participant deferral / active EE | $16,579 | $5,230+217.0% | $4,581+261.9% | $6,507+154.8% |
| Admin fee / account holder | $467 | $9,693-95.2% | $8,261-94.4% | $12,624-96.3% |