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 | $117,983+26.5% | $101,794+46.6% | $142,382+4.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 438.18% | 36.92%+401.3pp | 30.53%+407.7pp | 217.08%+221.1pp |
| Employer contribution / active EE | $3,242 | $2,773+16.9% | $2,289+41.6% | $4,299-24.6% |
| Participant deferral / active EE | $5,775 | $4,714+22.5% | $4,084+41.4% | $6,507-11.3% |
| Admin fee / account holder | $1,461 | $10,433-86.0% | $8,777-83.4% | $12,624-88.4% |