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 | $11,663 | $117,983-90.1% | $101,794-88.5% | $142,382-91.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 0.00% | 36.92%-36.9pp | 30.53%-30.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,583 | $2,773-42.9% | $2,289-30.8% | $4,299-63.2% |
| Participant deferral / active EE | $1,821 | $4,714-61.4% | $4,084-55.4% | $6,507-72.0% |
| Admin fee / account holder | $3,394 | $10,433-67.5% | $8,777-61.3% | $12,624-73.1% |