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 | $39,027 | $154,228-74.7% | $145,433-73.2% | $137,256-71.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 23.93% | 74.59%-50.7pp | 66.58%-42.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,769 | $4,804-63.2% | $4,554-61.2% | $4,156-57.4% |
| Participant deferral / active EE | $7,017 | $8,216-14.6% | $7,897-11.1% | $6,407+9.5% |
| Admin fee / account holder | $916 | $14,344-93.6% | $13,129-93.0% | $12,270-92.5% |