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 | $22,145 | $111,535-80.1% | $105,223-79.0% | $137,256-83.9% |
| Participation rate | 68.2% | 78.1%-9.9pp | 75.0%-6.9pp | 80.0%-11.8pp |
| Annual return | 27.51% | 237.85%-210.3pp | 180.65%-153.1pp | 220.34%-192.8pp |
| Employer contribution / active EE | $1,515 | $3,939-61.5% | $3,689-58.9% | $4,156-63.6% |
| Participant deferral / active EE | $6,348 | $5,500+15.4% | $5,072+25.2% | $6,407-0.9% |
| Admin fee / account holder | $1,046 | $9,721-89.2% | $8,859-88.2% | $12,270-91.5% |