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 | $116,033 | $81,248+42.8% | $155,509-25.4% | $80,856+43.5% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 10.79% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,505 | $3,100-19.2% | $4,672-46.4% | $2,755-9.1% |
| Participant deferral / active EE | $4,298 | $3,452+24.5% | $5,626-23.6% | $4,296+0.1% |
| Admin fee / account holder | $651 | $7,997-91.9% | $15,912-95.9% | $6,918-90.6% |