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 | $19,548 | $80,717-75.8% | $154,803-87.4% | $84,808-77.0% |
| Participation rate | 26.6% | 66.8%-40.2pp | 78.1%-51.5pp | 68.3%-41.7pp |
| Annual return | 16.60% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $523 | $2,761-81.1% | $4,305-87.9% | $2,631-80.1% |
| Participant deferral / active EE | $966 | $3,303-70.8% | $5,540-82.6% | $4,212-77.1% |
| Admin fee / account holder | $5,781 | $6,746-14.3% | $14,329-59.7% | $7,344-21.3% |