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 | $47,489 | $35,197+34.9% | $53,898-11.9% | $102,872-53.8% |
| Participation rate | 5.2% | 29.6%-24.4pp | 55.0%-49.8pp | 73.0%-67.9pp |
| Annual return | 19.96% | 17.55%+2.4pp | 528.60%-508.6pp | 19.06%+0.9pp |
| Employer contribution / active EE | $201 | $713-71.7% | $932-78.4% | $3,526-94.3% |
| Participant deferral / active EE | $434 | $1,333-67.5% | $1,826-76.3% | $5,535-92.2% |
| Admin fee / account holder | $13,450 | $834+1512.3% | $2,491+440.0% | $292+4502.6% |