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 | $116,096 | $177,572-34.6% | $154,803-25.0% | $142,382-18.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 21.28% | 65.07%-43.8pp | 58.88%-37.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,836 | $4,810-61.8% | $4,305-57.4% | $4,299-57.3% |
| Participant deferral / active EE | $6,885 | $6,272+9.8% | $5,540+24.3% | $6,507+5.8% |
| Admin fee / account holder | $437 | $16,786-97.4% | $14,329-97.0% | $12,624-96.5% |