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 | $110,116 | $138,385-20.4% | $184,200-40.2% | $80,874+36.2% |
| Participation rate | 52.0% | 83.9%-31.9pp | 86.8%-34.8pp | 67.6%-15.6pp |
| Annual return | 28.85% | 20.02%+8.8pp | 28.80%+0.1pp | 35.62%-6.8pp |
| Employer contribution / active EE | $1,706 | $4,849-64.8% | $6,424-73.4% | $2,756-38.1% |
| Participant deferral / active EE | $4,429 | $7,073-37.4% | $9,132-51.5% | $4,297+3.1% |
| Admin fee / account holder | $530 | $10,483-94.9% | $13,907-96.2% | $6,935-92.4% |