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 | $30,672 | $56,053-45.3% | $75,972-59.6% | $80,856-62.1% |
| Participation rate | 46.8% | 62.0%-15.3pp | 69.1%-22.3pp | 67.6%-20.9pp |
| Annual return | 0.00% | 20.53%-20.5pp | 359.55%-359.5pp | 35.59%-35.6pp |
| Employer contribution / active EE | $865 | $1,874-53.8% | $2,685-67.8% | $2,755-68.6% |
| Participant deferral / active EE | $1,135 | $3,052-62.8% | $4,255-73.3% | $4,296-73.6% |
| Admin fee / account holder | $713 | $5,234-86.4% | $6,467-89.0% | $6,918-89.7% |