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 | $10,922 | $111,754-90.2% | $103,333-89.4% | $145,922-92.5% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 16.63% | 24.77%-8.1pp | 24.88%-8.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,155 | $4,212-72.6% | $3,868-70.1% | $4,660-75.2% |
| Participant deferral / active EE | $2,104 | $5,619-62.6% | $5,057-58.4% | $6,688-68.5% |
| Admin fee / account holder | $4,031 | $9,750-58.7% | $8,355-51.8% | $13,397-69.9% |