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 | $104,974-81.0% | $95,585-79.2% | $142,382-86.0% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.1%-7.8pp | 80.1%-15.8pp |
| Annual return | 26.12% | 210.33%-184.2pp | 38.56%-12.4pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,263 | $2,779-54.5% | $2,527-50.0% | $4,299-70.6% |
| Participant deferral / active EE | $5,710 | $4,352+31.2% | $4,023+41.9% | $6,507-12.3% |
| Admin fee / account holder | $361 | $6,386-94.3% | $6,127-94.1% | $12,624-97.1% |