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 | $25,158 | $209,336-88.0% | $197,124-87.2% | $137,256-81.7% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 20.20% | 48.09%-27.9pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,396 | $6,591-78.8% | $6,227-77.6% | $4,156-66.4% |
| Participant deferral / active EE | $7,236 | $9,614-24.7% | $9,135-20.8% | $6,407+12.9% |
| Admin fee / account holder | $490 | $17,308-97.2% | $16,298-97.0% | $12,270-96.0% |