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 | $57,389 | $64,707-11.3% | $112,228-48.9% | $68,494-16.2% |
| Participation rate | 66.2% | 67.2%-0.9pp | 75.1%-8.8pp | 67.9%-1.7pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,787 | $2,746+37.9% | $3,635+4.2% | $2,596+45.9% |
| Participant deferral / active EE | $3,264 | $3,565-8.4% | $4,728-31.0% | $4,027-19.0% |
| Admin fee / account holder | $3,433 | $5,232-34.4% | $6,410-46.4% | $5,403-36.5% |