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 | $30,052 | $48,750-38.4% | $88,946-66.2% | $74,304-59.6% |
| Participation rate | 22.2% | 44.5%-22.3pp | 68.8%-46.7pp | 60.3%-38.2pp |
| Annual return | 24.21% | 25.91%-1.7pp | 57.82%-33.6pp | 29.43%-5.2pp |
| Employer contribution / active EE | $616 | $1,255-50.9% | $2,555-75.9% | $2,241-72.5% |
| Participant deferral / active EE | $1,566 | $2,423-35.4% | $4,581-65.8% | $3,767-58.4% |
| Admin fee / account holder | $6,837 | $3,756+82.1% | $8,261-17.2% | $2,969+130.3% |