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 | $11,361 | $81,248-86.0% | $155,509-92.7% | $80,856-85.9% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.6%-34.3pp |
| Annual return | 22.84% | 33.31%-10.5pp | 64.67%-41.8pp | 35.59%-12.7pp |
| Employer contribution / active EE | $1,110 | $3,100-64.2% | $4,672-76.3% | $2,755-59.7% |
| Participant deferral / active EE | $2,337 | $3,452-32.3% | $5,626-58.5% | $4,296-45.6% |
| Admin fee / account holder | $821 | $7,997-89.7% | $15,912-94.8% | $6,918-88.1% |