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 | $26,492 | $99,877-73.5% | $84,966-68.8% | $145,922-81.8% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.6pp | 80.3%-37.4pp |
| Annual return | 84.62% | 83.76%+0.9pp | 66.38%+18.2pp | 561.29%-476.7pp |
| Employer contribution / active EE | $1,151 | $3,231-64.4% | $2,727-57.8% | $4,660-75.3% |
| Participant deferral / active EE | $2,041 | $5,291-61.4% | $4,519-54.8% | $6,688-69.5% |
| Admin fee / account holder | $1,258 | $7,248-82.6% | $6,149-79.5% | $13,397-90.6% |