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 | $172,111-74.3% | $150,298-70.6% | $137,256-67.8% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 537.53% | 69.37%+468.2pp | 62.79%+474.7pp | 220.34%+317.2pp |
| Employer contribution / active EE | $1,553 | $4,636-66.5% | $4,154-62.6% | $4,156-62.6% |
| Participant deferral / active EE | $5,971 | $6,166-3.2% | $5,453+9.5% | $6,407-6.8% |
| Admin fee / account holder | $423 | $16,471-97.4% | $14,116-97.0% | $12,270-96.6% |