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 | $149,910 | $127,065+18.0% | $113,168+32.5% | $142,382+5.3% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 21.81% | 24.03%-2.2pp | 24.27%-2.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $5,755 | $3,442+67.2% | $2,975+93.4% | $4,299+33.9% |
| Participant deferral / active EE | $12,002 | $5,716+110.0% | $5,107+135.0% | $6,507+84.4% |
| Admin fee / account holder | $1,189 | $15,736-92.4% | $12,068-90.1% | $12,624-90.6% |