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 | $94,064 | $54,705+71.9% | $71,209+32.1% | $84,808+10.9% |
| Participation rate | 46.8% | 64.1%-17.2pp | 73.8%-26.9pp | 68.3%-21.5pp |
| Annual return | 0.00% | 35.90%-35.9pp | 282.51%-282.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $382 | $2,158-82.3% | $2,721-86.0% | $2,631-85.5% |
| Participant deferral / active EE | $1,250 | $3,030-58.8% | $4,175-70.1% | $4,212-70.3% |
| Admin fee / account holder | $1,231 | $4,863-74.7% | $5,349-77.0% | $7,344-83.2% |