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 | $201,934 | $183,519+10.0% | $155,509+29.9% | $145,922+38.4% |
| Participation rate | 52.9% | 82.7%-29.7pp | 78.2%-25.2pp | 80.3%-27.3pp |
| Annual return | 17.27% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,684 | $5,313-49.5% | $4,672-42.6% | $4,660-42.4% |
| Participant deferral / active EE | $5,884 | $6,462-8.9% | $5,626+4.6% | $6,688-12.0% |
| Admin fee / account holder | $12,134 | $19,313-37.2% | $15,912-23.7% | $13,397-9.4% |