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 | $27,910 | $52,903-47.2% | $73,307-61.9% | $59,632-53.2% |
| Participation rate | 60.4% | 68.2%-7.9pp | 74.9%-14.5pp | 68.7%-8.3pp |
| Annual return | 6.57% | 12.20%-5.6pp | 5.67%+0.9pp | 2041.28%-2034.7pp |
| Employer contribution / active EE | $2,251 | $1,909+18.0% | $3,237-30.4% | $2,203+2.2% |
| Participant deferral / active EE | $4,121 | $4,069+1.3% | $4,991-17.4% | $3,192+29.1% |
| Admin fee / account holder | $1,826 | $3,834-52.4% | $5,637-67.6% | $4,297-57.5% |