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 | $157,758 | $154,228+2.3% | $145,433+8.5% | $137,256+14.9% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 16.76% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $5,022 | $4,804+4.5% | $4,554+10.3% | $4,156+20.8% |
| Participant deferral / active EE | $13,789 | $8,216+67.8% | $7,897+74.6% | $6,407+115.2% |
| Admin fee / account holder | $8,268 | $14,344-42.4% | $13,129-37.0% | $12,270-32.6% |