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 | $277,640 | $177,572+56.4% | $154,803+79.4% | $142,382+95.0% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 11258.14% | 65.07%+11193.1pp | 58.88%+11199.3pp | 217.08%+11041.1pp |
| Employer contribution / active EE | $1,503 | $4,810-68.8% | $4,305-65.1% | $4,299-65.0% |
| Participant deferral / active EE | $4,505 | $6,272-28.2% | $5,540-18.7% | $6,507-30.8% |
| Admin fee / account holder | $358 | $16,786-97.9% | $14,329-97.5% | $12,624-97.2% |