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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,216 | $214,378-99.4% | $200,582-99.4% | $142,382-99.1% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 22.26% | 46.41%-24.1pp | 42.33%-20.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $16,759 | $6,841+145.0% | $6,419+161.1% | $4,299+289.8% |
| Participant deferral / active EE | $38,457 | $9,865+289.8% | $9,331+312.1% | $6,507+491.0% |
| Admin fee / account holder | $604 | $17,692-96.6% | $16,305-96.3% | $12,624-95.2% |