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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $821,020 | $159,602+414.4% | $150,045+447.2% | $142,382+476.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 440.27% | 70.24%+370.0pp | 62.55%+377.7pp | 217.08%+223.2pp |
| Employer contribution / active EE | $1,739 | $4,961-64.9% | $4,693-62.9% | $4,299-59.6% |
| Participant deferral / active EE | $6,005 | $8,310-27.7% | $7,997-24.9% | $6,507-7.7% |
| Admin fee / account holder | $5,258 | $14,846-64.6% | $13,435-60.9% | $12,624-58.3% |