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 | $13,129 | $81,248-83.8% | $155,509-91.6% | $80,856-83.8% |
| Participation rate | 28.1% | 66.2%-38.1pp | 78.2%-50.1pp | 67.6%-39.5pp |
| Annual return | 21.63% | 33.31%-11.7pp | 64.67%-43.0pp | 35.59%-14.0pp |
| Employer contribution / active EE | $990 | $3,100-68.1% | $4,672-78.8% | $2,755-64.1% |
| Participant deferral / active EE | $2,273 | $3,452-34.1% | $5,626-59.6% | $4,296-47.1% |
| Admin fee / account holder | $779 | $7,997-90.3% | $15,912-95.1% | $6,918-88.7% |