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 | $48,582 | $100,923-51.9% | $150,045-67.6% | $74,304-34.6% |
| Participation rate | 47.4% | 70.1%-22.7pp | 82.3%-35.0pp | 60.3%-13.0pp |
| Annual return | 25.41% | 51.77%-26.4pp | 62.55%-37.1pp | 29.43%-4.0pp |
| Employer contribution / active EE | $2,065 | $3,463-40.4% | $4,693-56.0% | $2,241-7.8% |
| Participant deferral / active EE | $3,740 | $6,709-44.3% | $7,997-53.2% | $3,767-0.7% |
| Admin fee / account holder | $3,275 | $2,767+18.4% | $13,435-75.6% | $2,969+10.3% |