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 | $4,846 | $74,888-93.5% | $71,209-93.2% | $142,382-96.6% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.1%-34.7pp |
| Annual return | 16.36% | 345.14%-328.8pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,112 | $4,454-52.6% | $4,175-49.4% | $6,507-67.5% |
| Admin fee / account holder | $3,219 | $5,568-42.2% | $5,349-39.8% | $12,624-74.5% |