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 | $8,720 | $30,400-71.3% | $53,898-83.8% | $84,808-89.7% |
| Participation rate | 43.3% | 46.4%-3.1pp | 55.0%-11.6pp | 68.3%-25.0pp |
| Annual return | 63.35% | 500.19%-436.8pp | 528.60%-465.3pp | 40.90%+22.4pp |
| Employer contribution / active EE | $700 | $603+16.1% | $932-24.9% | $2,631-73.4% |
| Participant deferral / active EE | $2,354 | $1,199+96.4% | $1,826+28.9% | $4,212-44.1% |
| Admin fee / account holder | $601 | $1,993-69.8% | $2,491-75.9% | $7,344-91.8% |