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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $514,904 | $183,519+180.6% | $155,509+231.1% | $145,922+252.9% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.6pp | 80.3%-25.7pp |
| Annual return | 12.81% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $6,762 | $5,313+27.3% | $4,672+44.7% | $4,660+45.1% |
| Participant deferral / active EE | $6,395 | $6,462-1.0% | $5,626+13.7% | $6,688-4.4% |
| Admin fee / account holder | $15,476 | $19,313-19.9% | $15,912-2.7% | $13,397+15.5% |