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 | $26,723 | $80,673-66.9% | $101,326-73.6% | $84,808-68.5% |
| Participation rate | 60.0% | 77.8%-17.8pp | 81.5%-21.5pp | 68.3%-8.3pp |
| Annual return | 47.90% | 38.95%+8.9pp | 36.82%+11.1pp | 40.90%+7.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,880 | $6,840+29.8% | $7,994+11.1% | $4,212+110.8% |
| Admin fee / account holder | $782 | $12,784-93.9% | $11,185-93.0% | $7,344-89.4% |