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 | $29,041 | $214,378-86.5% | $200,582-85.5% | $142,382-79.6% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 35.82% | 46.41%-10.6pp | 42.33%-6.5pp | 217.08%-181.3pp |
| Employer contribution / active EE | $2,681 | $6,841-60.8% | $6,419-58.2% | $4,299-37.6% |
| Participant deferral / active EE | $7,660 | $9,865-22.3% | $9,331-17.9% | $6,507+17.7% |
| Admin fee / account holder | $2,402 | $17,692-86.4% | $16,305-85.3% | $12,624-81.0% |