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 | $46,617 | $89,753-48.1% | $107,525-56.6% | $84,808-45.0% |
| Participation rate | 56.1% | 68.1%-12.0pp | 75.1%-19.0pp | 68.3%-12.2pp |
| Annual return | 21.14% | 29.48%-8.3pp | 181.32%-160.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,396 | $3,113-55.1% | $3,754-62.8% | $2,631-46.9% |
| Participant deferral / active EE | $2,266 | $4,056-44.1% | $5,116-55.7% | $4,212-46.2% |
| Admin fee / account holder | $6,681 | $7,222-7.5% | $8,919-25.1% | $7,344-9.0% |