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 | $39,335 | $86,929-54.8% | $102,423-61.6% | $80,856-51.4% |
| Participation rate | 27.6% | 72.4%-44.8pp | 76.5%-48.9pp | 67.6%-40.1pp |
| Annual return | 28.82% | 18.88%+9.9pp | 29.32%-0.5pp | 35.59%-6.8pp |
| Employer contribution / active EE | $882 | $2,369-62.8% | $3,023-70.8% | $2,755-68.0% |
| Participant deferral / active EE | $2,110 | $4,118-48.8% | $5,053-58.2% | $4,296-50.9% |
| Admin fee / account holder | $1,301 | $8,049-83.8% | $9,451-86.2% | $6,918-81.2% |