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 | $29,785 | $80,731-63.1% | $103,374-71.2% | $74,546-60.0% |
| Participation rate | 25.9% | 65.7%-39.8pp | 74.5%-48.7pp | 67.2%-41.4pp |
| Annual return | 94.09% | 27.56%+66.5pp | 24.89%+69.2pp | 1366.03%-1271.9pp |
| Employer contribution / active EE | $891 | $3,158-71.8% | $3,869-77.0% | $2,624-66.1% |
| Participant deferral / active EE | $1,859 | $3,860-51.8% | $5,058-63.2% | $4,347-57.2% |
| Admin fee / account holder | $13,673 | $2,369+477.3% | $8,394+62.9% | $1,944+603.5% |