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 | $71,238 | $88,634-19.6% | $101,326-29.7% | $74,304-4.1% |
| Participation rate | 64.2% | 76.9%-12.6pp | 81.5%-17.3pp | 60.3%+3.9pp |
| Annual return | 0.00% | 33.10%-33.1pp | 36.82%-36.8pp | 29.43%-29.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,184 | $7,322-29.2% | $7,994-35.2% | $3,767+37.6% |
| Admin fee / account holder | $4,571 | $2,425+88.5% | $11,185-59.1% | $2,969+54.0% |