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 | $111,047 | $84,527+31.4% | $67,711+64.0% | $125,391-11.4% |
| Participation rate | 37.5% | 74.8%-37.3pp | 67.5%-30.0pp | 83.2%-45.7pp |
| Annual return | -1.60% | 2.57%-4.2pp | 25.41%-27.0pp | 282.22%-283.8pp |
| Employer contribution / active EE | $2,504 | $3,292-23.9% | $2,559-2.1% | $4,866-48.5% |
| Participant deferral / active EE | $5,774 | $4,429+30.4% | $3,585+61.1% | $5,352+7.9% |
| Admin fee / account holder | $6,919 | $5,340+29.6% | $4,255+62.6% | $9,540-27.5% |