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 | $81,013 | $101,763-20.4% | $164,866-50.9% | $80,874+0.2% |
| Participation rate | 67.9% | 71.8%-3.9pp | 78.6%-10.7pp | 67.6%+0.3pp |
| Annual return | 22.41% | 16.73%+5.7pp | 69.97%-47.6pp | 35.62%-13.2pp |
| Employer contribution / active EE | $4,111 | $2,954+39.2% | $4,343-5.3% | $2,756+49.2% |
| Participant deferral / active EE | $10,228 | $4,477+128.5% | $6,033+69.5% | $4,297+138.0% |
| Admin fee / account holder | $772 | $8,228-90.6% | $12,689-93.9% | $6,935-88.9% |