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 | $52,374 | $49,915+4.9% | $154,803-66.2% | $74,304-29.5% |
| Participation rate | 36.8% | 54.0%-17.2pp | 78.1%-41.3pp | 60.3%-23.6pp |
| Annual return | 13.43% | 34.06%-20.6pp | 58.88%-45.5pp | 29.43%-16.0pp |
| Employer contribution / active EE | $230 | $1,611-85.7% | $4,305-94.6% | $2,241-89.7% |
| Participant deferral / active EE | $1,964 | $2,255-12.9% | $5,540-64.5% | $3,767-47.9% |
| Admin fee / account holder | $33,545 | $2,189+1432.4% | $14,329+134.1% | $2,969+1029.9% |