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 | $48,378 | $25,014+93.4% | $69,701-30.6% | $80,874-40.2% |
| Participation rate | 26.9% | 64.2%-37.3pp | 66.4%-39.5pp | 67.6%-40.7pp |
| Annual return | 12.47% | 19.07%-6.6pp | 100.32%-87.8pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,715 | $993+72.7% | $1,713+0.1% | $2,756-37.8% |
| Participant deferral / active EE | $2,125 | $1,839+15.6% | $2,887-26.4% | $4,297-50.5% |
| Admin fee / account holder | $856 | $2,488-65.6% | $4,717-81.9% | $6,935-87.7% |