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 | $37,974 | $76,407-50.3% | $150,298-74.7% | $82,448-53.9% |
| Participation rate | 51.6% | 66.4%-14.8pp | 77.8%-26.2pp | 68.1%-16.5pp |
| Annual return | 21.00% | 39.99%-19.0pp | 62.79%-41.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $1,547 | $2,614-40.8% | $4,154-62.7% | $2,551-39.3% |
| Participant deferral / active EE | $7,485 | $3,214+132.9% | $5,453+37.3% | $4,139+80.8% |
| Admin fee / account holder | $868 | $6,352-86.3% | $14,116-93.9% | $7,234-88.0% |