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 | $20,116 | $111,535-82.0% | $105,223-80.9% | $137,256-85.3% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.0%-20.0pp | 80.0%-25.0pp |
| Annual return | 23.65% | 237.85%-214.2pp | 180.65%-157.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,549 | $3,939-60.7% | $3,689-58.0% | $4,156-62.7% |
| Participant deferral / active EE | $3,804 | $5,500-30.8% | $5,072-25.0% | $6,407-40.6% |
| Admin fee / account holder | $962 | $9,721-90.1% | $8,859-89.1% | $12,270-92.2% |