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 | $23,300 | $44,984-48.2% | $85,009-72.6% | $74,546-68.7% |
| Participation rate | 43.0% | 49.4%-6.4pp | 67.5%-24.5pp | 67.2%-24.2pp |
| Annual return | 18.64% | 26.25%-7.6pp | 66.47%-47.8pp | 1366.03%-1347.4pp |
| Employer contribution / active EE | $1,401 | $1,458-3.9% | $2,728-48.7% | $2,624-46.6% |
| Participant deferral / active EE | $2,389 | $2,733-12.6% | $4,522-47.2% | $4,347-45.0% |
| Admin fee / account holder | $3,578 | $2,208+62.0% | $6,153-41.9% | $1,944+84.1% |