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 | $26,678 | $76,407-65.1% | $150,298-82.2% | $82,448-67.6% |
| Participation rate | 35.8% | 66.4%-30.6pp | 77.8%-42.0pp | 68.1%-32.3pp |
| Annual return | 18.27% | 39.99%-21.7pp | 62.79%-44.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $709 | $2,614-72.9% | $4,154-82.9% | $2,551-72.2% |
| Participant deferral / active EE | $2,664 | $3,214-17.1% | $5,453-51.1% | $4,139-35.6% |
| Admin fee / account holder | $607 | $6,352-90.4% | $14,116-95.7% | $7,234-91.6% |