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 | $63,037 | $91,407-31.0% | $135,903-53.6% | $71,457-11.8% |
| Participation rate | 65.5% | 75.7%-10.1pp | 81.9%-16.4pp | 67.9%-2.4pp |
| Annual return | 0.00% | 29.90%-29.9pp | 68.23%-68.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $2,145 | $3,703-42.1% | $4,856-55.8% | $2,588-17.1% |
| Participant deferral / active EE | $3,641 | $7,092-48.7% | $7,758-53.1% | $4,289-15.1% |
| Admin fee / account holder | $2,642 | $1,266+108.7% | $10,762-75.5% | $1,587+66.4% |