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 | $19,759 | $111,814-82.3% | $103,374-80.9% | $145,959-86.5% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.5%-9.8pp | 80.3%-15.6pp |
| Annual return | 18.17% | 24.77%-6.6pp | 24.89%-6.7pp | 561.95%-543.8pp |
| Employer contribution / active EE | $1,996 | $4,214-52.6% | $3,869-48.4% | $4,661-57.2% |
| Participant deferral / active EE | $5,689 | $5,618+1.3% | $5,058+12.5% | $6,689-14.9% |
| Admin fee / account holder | $1,850 | $9,754-81.0% | $8,394-78.0% | $13,398-86.2% |