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 | $159,602-75.5% | $150,045-74.0% | $142,382-72.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 23.93% | 70.24%-46.3pp | 62.55%-38.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,769 | $4,961-64.3% | $4,693-62.3% | $4,299-58.9% |
| Participant deferral / active EE | $7,017 | $8,310-15.6% | $7,997-12.3% | $6,507+7.8% |
| Admin fee / account holder | $916 | $14,846-93.8% | $13,435-93.2% | $12,624-92.7% |