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 | $214,378-88.3% | $200,582-87.5% | $142,382-82.3% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 20.20% | 46.41%-26.2pp | 42.33%-22.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,396 | $6,841-79.6% | $6,419-78.3% | $4,299-67.5% |
| Participant deferral / active EE | $7,236 | $9,865-26.6% | $9,331-22.4% | $6,507+11.2% |
| Admin fee / account holder | $490 | $17,692-97.2% | $16,305-97.0% | $12,624-96.1% |