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 | $51,698 | $54,705-5.5% | $71,209-27.4% | $84,808-39.0% |
| Participation rate | 58.1% | 64.1%-6.0pp | 73.8%-15.7pp | 68.3%-10.2pp |
| Annual return | 21.49% | 35.90%-14.4pp | 282.51%-261.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,729 | $2,158+26.5% | $2,721+0.3% | $2,631+3.7% |
| Participant deferral / active EE | $7,468 | $3,030+146.4% | $4,175+78.9% | $4,212+77.3% |
| Admin fee / account holder | $1,470 | $4,863-69.8% | $5,349-72.5% | $7,344-80.0% |