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 | $39,372 | $95,453-58.8% | $112,040-64.9% | $82,448-52.2% |
| Participation rate | 50.7% | 72.8%-22.1pp | 76.5%-25.8pp | 68.1%-17.4pp |
| Annual return | 21.28% | 23.92%-2.6pp | 24.52%-3.2pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,555 | $2,318-32.9% | $2,954-47.4% | $2,551-39.1% |
| Participant deferral / active EE | $2,469 | $4,224-41.5% | $5,098-51.6% | $4,139-40.4% |
| Admin fee / account holder | $671 | $9,013-92.6% | $12,098-94.5% | $7,234-90.7% |