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 | $24,174 | $159,934-84.9% | $147,005-83.6% | $145,959-83.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 98.55% | 98.24%+0.3pp | 418.76%-320.2pp | 561.95%-463.4pp |
| Employer contribution / active EE | $7,336 | $5,287+38.8% | $4,934+48.7% | $4,661+57.4% |
| Participant deferral / active EE | $10,951 | $8,427+29.9% | $8,070+35.7% | $6,689+63.7% |
| Admin fee / account holder | $11,006 | $15,053-26.9% | $13,006-15.4% | $13,398-17.9% |