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 | $39,362 | $81,446-51.7% | $103,374-61.9% | $80,874-51.3% |
| Participation rate | 57.1% | 66.9%-9.7pp | 74.5%-17.4pp | 67.6%-10.5pp |
| Annual return | 17.86% | 25.57%-7.7pp | 24.89%-7.0pp | 35.62%-17.8pp |
| Employer contribution / active EE | $2,274 | $3,107-26.8% | $3,869-41.2% | $2,756-17.5% |
| Participant deferral / active EE | $7,794 | $3,870+101.4% | $5,058+54.1% | $4,297+81.4% |
| Admin fee / account holder | $1,027 | $6,715-84.7% | $8,394-87.8% | $6,935-85.2% |