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 | $26,039 | $80,673-67.7% | $101,326-74.3% | $84,808-69.3% |
| Participation rate | 56.6% | 77.8%-21.2pp | 81.5%-24.9pp | 68.3%-11.7pp |
| Annual return | 26.49% | 38.95%-12.5pp | 36.82%-10.3pp | 40.90%-14.4pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,163 | $6,840-24.5% | $7,994-35.4% | $4,212+22.6% |
| Admin fee / account holder | $4,367 | $12,784-65.8% | $11,185-61.0% | $7,344-40.5% |