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 | $171,016 | $104,974+62.9% | $95,585+78.9% | $142,382+20.1% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 15.04% | 210.33%-195.3pp | 38.56%-23.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $870 | $2,779-68.7% | $2,527-65.6% | $4,299-79.8% |
| Participant deferral / active EE | $4,948 | $4,352+13.7% | $4,023+23.0% | $6,507-24.0% |
| Admin fee / account holder | $1,510 | $6,386-76.3% | $6,127-75.4% | $12,624-88.0% |