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 | $172,478-33.1% | $145,661-20.8% | $142,382-19.0% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.2%-37.2pp | 80.1%-40.1pp |
| Annual return | 24.03% | 151.09%-127.1pp | 101.46%-77.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,396 | $8,348+12.6% | $7,198+30.5% | $6,507+44.4% |
| Admin fee / account holder | $785 | $16,864-95.3% | $12,466-93.7% | $12,624-93.8% |