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 | $40,426 | $89,753-55.0% | $107,525-62.4% | $84,808-52.3% |
| Participation rate | 57.9% | 68.1%-10.2pp | 75.1%-17.2pp | 68.3%-10.4pp |
| Annual return | 25.78% | 29.48%-3.7pp | 181.32%-155.5pp | 40.90%-15.1pp |
| Employer contribution / active EE | $2,259 | $3,113-27.5% | $3,754-39.8% | $2,631-14.2% |
| Participant deferral / active EE | $5,129 | $4,056+26.4% | $5,116+0.3% | $4,212+21.8% |
| Admin fee / account holder | $4,990 | $7,222-30.9% | $8,919-44.0% | $7,344-32.0% |