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 | $27,368 | $54,705-50.0% | $71,209-61.6% | $84,808-67.7% |
| Participation rate | 39.8% | 64.1%-24.3pp | 73.8%-34.0pp | 68.3%-28.5pp |
| Annual return | 14.95% | 35.90%-20.9pp | 282.51%-267.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $893 | $2,158-58.6% | $2,721-67.2% | $2,631-66.0% |
| Participant deferral / active EE | $1,890 | $3,030-37.6% | $4,175-54.7% | $4,212-55.1% |
| Admin fee / account holder | $1,094 | $4,863-77.5% | $5,349-79.5% | $7,344-85.1% |