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 | $166,589 | $127,065+31.1% | $113,168+47.2% | $142,382+17.0% |
| Participation rate | 39.1% | 79.2%-40.1pp | 76.6%-37.4pp | 80.1%-41.0pp |
| Annual return | 13.05% | 24.03%-11.0pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,120 | $3,442-67.5% | $2,975-62.3% | $4,299-73.9% |
| Participant deferral / active EE | $2,538 | $5,716-55.6% | $5,107-50.3% | $6,507-61.0% |
| Admin fee / account holder | $14,465 | $15,736-8.1% | $12,068+19.9% | $12,624+14.6% |