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 | $6,980 | $34,934-80.0% | $56,411-87.6% | $74,495-90.6% |
| Participation rate | 10.0% | 32.8%-22.8pp | 52.5%-42.5pp | 67.2%-57.2pp |
| Annual return | 26.77% | 25.94%+0.8pp | 1701.33%-1674.6pp | 1364.94%-1338.2pp |
| Employer contribution / active EE | $124 | $609-79.6% | $1,039-88.0% | $2,623-95.3% |
| Participant deferral / active EE | $458 | $1,170-60.9% | $1,952-76.6% | $4,346-89.5% |
| Admin fee / account holder | $444 | $2,364-81.2% | $2,829-84.3% | $1,942-77.1% |