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 | $22,346 | $73,933-69.8% | $96,683-76.9% | $75,163-70.3% |
| Participation rate | 43.1% | 66.4%-23.3pp | 74.3%-31.2pp | 67.2%-24.1pp |
| Annual return | 48.39% | 26.70%+21.7pp | 35.69%+12.7pp | 160.62%-112.2pp |
| Employer contribution / active EE | $1,081 | $2,928-63.1% | $3,737-71.1% | $2,670-59.5% |
| Participant deferral / active EE | $2,666 | $3,659-27.1% | $4,878-45.4% | $4,125-35.4% |
| Admin fee / account holder | $1,065 | $5,216-79.6% | $6,730-84.2% | $5,651-81.2% |