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 | $115,400 | $165,584-30.3% | $142,942-19.3% | $137,256-15.9% |
| Participation rate | 40.0% | 80.1%-40.1pp | 76.8%-36.8pp | 80.0%-40.0pp |
| Annual return | 24.03% | 164.22%-140.2pp | 113.70%-89.7pp | 220.34%-196.3pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,396 | $8,194+14.7% | $7,128+31.8% | $6,407+46.7% |
| Admin fee / account holder | $785 | $16,167-95.1% | $12,475-93.7% | $12,270-93.6% |