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 | $98,604 | $106,584-7.5% | $101,326-2.7% | $142,382-30.7% |
| Participation rate | 25.0% | 82.7%-57.7pp | 81.5%-56.5pp | 80.1%-55.1pp |
| Annual return | 19.98% | 36.93%-16.9pp | 36.82%-16.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $731 | $3,956-81.5% | $3,665-80.1% | $4,299-83.0% |
| Participant deferral / active EE | $5,833 | $8,297-29.7% | $7,994-27.0% | $6,507-10.4% |
| Admin fee / account holder | $306 | $11,446-97.3% | $11,185-97.3% | $12,624-97.6% |