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 | $112,317 | $111,535+0.7% | $105,223+6.7% | $137,256-18.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 15.63% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $5,752 | $3,939+46.0% | $3,689+55.9% | $4,156+38.4% |
| Participant deferral / active EE | $17,508 | $5,500+218.3% | $5,072+245.2% | $6,407+173.3% |
| Admin fee / account holder | $29,332 | $9,721+201.7% | $8,859+231.1% | $12,270+139.0% |