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 | $32,311 | $70,606-54.2% | $53,898-40.1% | $142,382-77.3% |
| Participation rate | 57.1% | 63.7%-6.6pp | 55.0%+2.2pp | 80.1%-23.0pp |
| Annual return | 21.52% | 619.81%-598.3pp | 528.60%-507.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $125 | $1,202-89.6% | $932-86.6% | $4,299-97.1% |
| Participant deferral / active EE | $2,857 | $2,364+20.9% | $1,826+56.4% | $6,507-56.1% |
| Admin fee / account holder | $530 | $2,852-81.4% | $2,491-78.7% | $12,624-95.8% |