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 | $3,571 | $72,071-95.0% | $68,368-94.8% | $137,256-97.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 150.27% | 353.14%-202.9pp | 292.57%-142.3pp | 220.34%-70.1pp |
| Employer contribution / active EE | $615 | $2,788-77.9% | $2,649-76.8% | $4,156-85.2% |
| Participant deferral / active EE | $1,607 | $4,410-63.6% | $4,123-61.0% | $6,407-74.9% |
| Admin fee / account holder | $381 | $5,336-92.9% | $5,150-92.6% | $12,270-96.9% |