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 | $50,079 | $67,894-26.2% | $89,340-43.9% | $82,448-39.3% |
| Participation rate | 61.5% | 64.0%-2.5pp | 69.6%-8.0pp | 68.1%-6.5pp |
| Annual return | 48.51% | 19.21%+29.3pp | 20.57%+27.9pp | 41.64%+6.9pp |
| Employer contribution / active EE | $3,452 | $1,828+88.8% | $2,231+54.7% | $2,551+35.3% |
| Participant deferral / active EE | $7,160 | $3,072+133.1% | $3,823+87.3% | $4,139+73.0% |
| Admin fee / account holder | $842 | $5,723-85.3% | $6,704-87.4% | $7,234-88.4% |