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 | $11,067 | $81,248-86.4% | $155,509-92.9% | $80,856-86.3% |
| Participation rate | 46.2% | 66.2%-20.1pp | 78.2%-32.0pp | 67.6%-21.5pp |
| Annual return | 14.38% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $673 | $3,100-78.3% | $4,672-85.6% | $2,755-75.6% |
| Participant deferral / active EE | $1,005 | $3,452-70.9% | $5,626-82.1% | $4,296-76.6% |
| Admin fee / account holder | $1,776 | $7,997-77.8% | $15,912-88.8% | $6,918-74.3% |