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 | $80,717-66.9% | $154,803-82.8% | $84,808-68.5% |
| Participation rate | 35.8% | 66.8%-31.0pp | 78.1%-42.3pp | 68.3%-32.5pp |
| Annual return | 18.27% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $709 | $2,761-74.3% | $4,305-83.5% | $2,631-73.0% |
| Participant deferral / active EE | $2,664 | $3,303-19.4% | $5,540-51.9% | $4,212-36.8% |
| Admin fee / account holder | $607 | $6,746-91.0% | $14,329-95.8% | $7,344-91.7% |