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 | $14,220 | $106,515-86.7% | $96,683-85.3% | $139,434-89.8% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 18.32% | 38.43%-20.1pp | 35.69%-17.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $802 | $4,103-80.5% | $3,737-78.5% | $4,751-83.1% |
| Participant deferral / active EE | $2,015 | $5,454-63.1% | $4,878-58.7% | $6,710-70.0% |
| Admin fee / account holder | $2,761 | $7,877-64.9% | $6,730-59.0% | $11,403-75.8% |