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 | $59,173 | $124,425-52.4% | $112,040-47.2% | $137,256-56.9% |
| Participation rate | 61.1% | 79.3%-18.2pp | 76.5%-15.4pp | 80.0%-18.8pp |
| Annual return | 17.82% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,449 | $3,411-57.5% | $2,954-50.9% | $4,156-65.1% |
| Participant deferral / active EE | $2,930 | $5,718-48.8% | $5,098-42.5% | $6,407-54.3% |
| Admin fee / account holder | $1,313 | $15,207-91.4% | $12,098-89.1% | $12,270-89.3% |