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 | $69,834 | $111,754-37.5% | $103,333-32.4% | $145,922-52.1% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.0pp |
| Annual return | 13.59% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,046 | $4,212-75.2% | $3,868-73.0% | $4,660-77.6% |
| Participant deferral / active EE | $3,005 | $5,619-46.5% | $5,057-40.6% | $6,688-55.1% |
| Admin fee / account holder | $6,996 | $9,750-28.2% | $8,355-16.3% | $13,397-47.8% |