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 | $62,185 | $109,881-43.4% | $150,045-58.6% | $84,808-26.7% |
| Participation rate | 68.6% | 76.1%-7.5pp | 82.3%-13.8pp | 68.3%+0.3pp |
| Annual return | 18.09% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,374 | $3,561-33.3% | $4,693-49.4% | $2,631-9.8% |
| Participant deferral / active EE | $4,664 | $6,636-29.7% | $7,997-41.7% | $4,212+10.7% |
| Admin fee / account holder | $721 | $8,568-91.6% | $13,435-94.6% | $7,344-90.2% |