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 | $45,696 | $71,050-35.7% | $93,606-51.2% | $80,856-43.5% |
| Participation rate | 59.7% | 60.4%-0.7pp | 68.7%-9.0pp | 67.6%-7.9pp |
| Annual return | 17.17% | 11.26%+5.9pp | 133.20%-116.0pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,546 | $1,564+62.8% | $2,420+5.2% | $2,755-7.6% |
| Participant deferral / active EE | $6,110 | $4,034+51.5% | $4,411+38.5% | $4,296+42.2% |
| Admin fee / account holder | $1,553 | $6,945-77.6% | $8,285-81.3% | $6,918-77.5% |