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 | $100,538 | $30,400+230.7% | $53,898+86.5% | $84,808+18.5% |
| Participation rate | 39.1% | 46.4%-7.3pp | 55.0%-15.8pp | 68.3%-29.2pp |
| Annual return | 20.58% | 500.19%-479.6pp | 528.60%-508.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $957 | $603+58.8% | $932+2.7% | $2,631-63.6% |
| Participant deferral / active EE | $1,947 | $1,199+62.4% | $1,826+6.6% | $4,212-53.8% |
| Admin fee / account holder | $2,406 | $1,993+20.7% | $2,491-3.4% | $7,344-67.2% |