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 | $35,583 | $159,901-77.7% | $146,958-75.8% | $145,922-75.6% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 55.08% | 98.13%-43.1pp | 418.34%-363.3pp | 561.29%-506.2pp |
| Employer contribution / active EE | $1,586 | $5,286-70.0% | $4,933-67.9% | $4,660-66.0% |
| Participant deferral / active EE | $3,620 | $8,428-57.0% | $8,070-55.1% | $6,688-45.9% |
| Admin fee / account holder | $858 | $15,044-94.3% | $12,998-93.4% | $13,397-93.6% |