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 | $19,919 | $101,618-80.4% | $93,063-78.6% | $137,256-85.5% |
| Participation rate | 64.3% | 74.9%-10.6pp | 72.1%-7.8pp | 80.0%-15.7pp |
| Annual return | 26.12% | 223.95%-197.8pp | 34.15%-8.0pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,263 | $2,707-53.3% | $2,476-49.0% | $4,156-69.6% |
| Participant deferral / active EE | $5,710 | $4,279+33.4% | $3,958+44.2% | $6,407-10.9% |
| Admin fee / account holder | $361 | $6,198-94.2% | $6,033-94.0% | $12,270-97.1% |