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 | $29,319-70.3% | $52,425-83.4% | $82,448-89.4% |
| Participation rate | 43.3% | 46.9%-3.5pp | 55.6%-12.3pp | 68.1%-24.7pp |
| Annual return | 63.35% | 535.20%-471.9pp | 302.12%-238.8pp | 41.64%+21.7pp |
| Employer contribution / active EE | $700 | $586+19.3% | $914-23.5% | $2,551-72.6% |
| Participant deferral / active EE | $2,354 | $1,171+100.9% | $1,790+31.4% | $4,139-43.1% |
| Admin fee / account holder | $601 | $1,962-69.4% | $2,495-75.9% | $7,234-91.7% |