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 | $16,642 | $111,535-85.1% | $105,223-84.2% | $137,256-87.9% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 80.0%-63.3pp |
| Annual return | 33.55% | 237.85%-204.3pp | 180.65%-147.1pp | 220.34%-186.8pp |
| Employer contribution / active EE | $926 | $3,939-76.5% | $3,689-74.9% | $4,156-77.7% |
| Participant deferral / active EE | $1,803 | $5,500-67.2% | $5,072-64.4% | $6,407-71.9% |
| Admin fee / account holder | $1,053 | $9,721-89.2% | $8,859-88.1% | $12,270-91.4% |