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 | $149,237 | $112,729+32.4% | $98,716+51.2% | $137,256+8.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 438.18% | 38.48%+399.7pp | 31.81%+406.4pp | 220.34%+217.8pp |
| Employer contribution / active EE | $3,242 | $2,725+18.9% | $2,279+42.3% | $4,156-22.0% |
| Participant deferral / active EE | $5,775 | $4,640+24.5% | $4,048+42.7% | $6,407-9.9% |
| Admin fee / account holder | $1,461 | $10,129-85.6% | $8,703-83.2% | $12,270-88.1% |