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 | $22,209 | $73,933-70.0% | $96,683-77.0% | $75,163-70.5% |
| Participation rate | 56.3% | 66.4%-10.2pp | 74.3%-18.1pp | 67.2%-10.9pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,065 | $2,928-63.6% | $3,737-71.5% | $2,670-60.1% |
| Participant deferral / active EE | $2,715 | $3,659-25.8% | $4,878-44.3% | $4,125-34.2% |
| Admin fee / account holder | $543 | $5,216-89.6% | $6,730-91.9% | $5,651-90.4% |