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 | $6,470 | $29,660-78.2% | $56,411-88.5% | $80,856-92.0% |
| Participation rate | 28.1% | 41.6%-13.6pp | 52.5%-24.4pp | 67.6%-39.6pp |
| Annual return | 17.73% | 35.23%-17.5pp | 1701.33%-1683.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $387 | $669-42.2% | $1,039-62.8% | $2,755-86.0% |
| Participant deferral / active EE | $903 | $1,226-26.4% | $1,952-53.7% | $4,296-79.0% |
| Admin fee / account holder | $433 | $2,428-82.2% | $2,829-84.7% | $6,918-93.7% |