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 | $88,672-47.4% | $105,223-55.7% | $82,448-43.5% |
| Participation rate | 56.1% | 67.9%-11.8pp | 75.0%-18.9pp | 68.1%-12.0pp |
| Annual return | 21.14% | 30.86%-9.7pp | 180.65%-159.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,396 | $3,048-54.2% | $3,689-62.1% | $2,551-45.3% |
| Participant deferral / active EE | $2,266 | $4,036-43.8% | $5,072-55.3% | $4,139-45.3% |
| Admin fee / account holder | $6,681 | $7,146-6.5% | $8,859-24.6% | $7,234-7.7% |