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 | $29,871 | $117,983-74.7% | $101,794-70.7% | $142,382-79.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 16.44% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,184 | $2,773-57.3% | $2,289-48.3% | $4,299-72.5% |
| Participant deferral / active EE | $2,577 | $4,714-45.3% | $4,084-36.9% | $6,507-60.4% |
| Admin fee / account holder | $3,911 | $10,433-62.5% | $8,777-55.4% | $12,624-69.0% |