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 | $22,528 | $54,705-58.8% | $71,209-68.4% | $84,808-73.4% |
| Participation rate | 50.0% | 64.1%-14.1pp | 73.8%-23.8pp | 68.3%-18.3pp |
| Annual return | 18.19% | 35.90%-17.7pp | 282.51%-264.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,101 | $2,158-49.0% | $2,721-59.5% | $2,631-58.2% |
| Participant deferral / active EE | $2,235 | $3,030-26.3% | $4,175-46.5% | $4,212-46.9% |
| Admin fee / account holder | $4,284 | $4,863-11.9% | $5,349-19.9% | $7,344-41.7% |