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 | $44,219 | $177,572-75.1% | $154,803-71.4% | $142,382-68.9% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.1%-14.4pp | 80.1%-16.5pp |
| Annual return | 537.53% | 65.07%+472.5pp | 58.88%+478.6pp | 217.08%+320.5pp |
| Employer contribution / active EE | $1,553 | $4,810-67.7% | $4,305-63.9% | $4,299-63.9% |
| Participant deferral / active EE | $5,971 | $6,272-4.8% | $5,540+7.8% | $6,507-8.2% |
| Admin fee / account holder | $423 | $16,786-97.5% | $14,329-97.0% | $12,624-96.7% |