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 | $43,030 | $176,812-75.7% | $146,665-70.7% | $167,490-74.3% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 17.41% | 24.03%-6.6pp | 22.74%-5.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,438 | $5,160-72.1% | $4,136-65.2% | $4,837-70.3% |
| Participant deferral / active EE | $3,422 | $6,440-46.9% | $5,506-37.8% | $6,341-46.0% |
| Admin fee / account holder | $15,944 | $13,259+20.3% | $10,280+55.1% | $12,309+29.5% |