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 | $31,297 | $89,698-65.1% | $103,476-69.8% | $80,856-61.3% |
| Participation rate | 22.8% | 76.0%-53.2pp | 80.5%-57.7pp | 67.6%-44.9pp |
| Annual return | 381.21% | 22.78%+358.4pp | 23.90%+357.3pp | 35.59%+345.6pp |
| Employer contribution / active EE | $1,225 | $4,018-69.5% | $4,672-73.8% | $2,755-55.5% |
| Participant deferral / active EE | $2,014 | $5,456-63.1% | $6,623-69.6% | $4,296-53.1% |
| Admin fee / account holder | $301 | $6,768-95.6% | $9,413-96.8% | $6,918-95.7% |