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 | $233,693 | $74,888+212.1% | $71,209+228.2% | $142,382+64.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 18.61% | 345.14%-326.5pp | 282.51%-263.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,554 | $2,854-10.5% | $2,721-6.1% | $4,299-40.6% |
| Participant deferral / active EE | $9,533 | $4,454+114.0% | $4,175+128.3% | $6,507+46.5% |
| Admin fee / account holder | $3,948 | $5,568-29.1% | $5,349-26.2% | $12,624-68.7% |