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 | $83,813 | $159,602-47.5% | $150,045-44.1% | $142,382-41.1% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.3%-20.8pp | 80.1%-18.6pp |
| Annual return | 15.03% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,860 | $4,961-62.5% | $4,693-60.4% | $4,299-56.7% |
| Participant deferral / active EE | $4,454 | $8,310-46.4% | $7,997-44.3% | $6,507-31.6% |
| Admin fee / account holder | $3,362 | $14,846-77.4% | $13,435-75.0% | $12,624-73.4% |