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 | $86,243 | $179,726-52.0% | $156,263-44.8% | $142,382-39.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 17.05% | 77.86%-60.8pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,550 | $5,069-69.4% | $4,333-64.2% | $4,299-64.0% |
| Participant deferral / active EE | $3,377 | $6,956-51.4% | $6,158-45.2% | $6,507-48.1% |
| Admin fee / account holder | $344 | $17,272-98.0% | $14,255-97.6% | $12,624-97.3% |