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 | $106,749-41.7% | $145,433-57.2% | $82,448-24.6% |
| Participation rate | 68.6% | 75.6%-7.1pp | 82.1%-13.5pp | 68.1%+0.5pp |
| Annual return | 18.09% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,374 | $3,444-31.1% | $4,554-47.9% | $2,551-6.9% |
| Participant deferral / active EE | $4,664 | $6,519-28.5% | $7,897-40.9% | $4,139+12.7% |
| Admin fee / account holder | $721 | $8,390-91.4% | $13,129-94.5% | $7,234-90.0% |