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 | $37,734 | $48,795-22.7% | $65,493-42.4% | $84,808-55.5% |
| Participation rate | 64.3% | 67.0%-2.7pp | 73.1%-8.8pp | 68.3%-4.0pp |
| Annual return | 25.98% | 20.20%+5.8pp | 982.45%-956.5pp | 40.90%-14.9pp |
| Employer contribution / active EE | $2,820 | $1,930+46.2% | $2,574+9.6% | $2,631+7.2% |
| Participant deferral / active EE | $8,935 | $2,928+205.1% | $3,961+125.6% | $4,212+112.1% |
| Admin fee / account holder | $7,013 | $3,877+80.9% | $5,028+39.5% | $7,344-4.5% |