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 | $182,914 | $74,888+144.2% | $71,209+156.9% | $142,382+28.5% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.1%-35.7pp |
| Annual return | 16.81% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $611 | $2,854-78.6% | $2,721-77.5% | $4,299-85.8% |
| Participant deferral / active EE | $1,567 | $4,454-64.8% | $4,175-62.5% | $6,507-75.9% |
| Admin fee / account holder | $17,556 | $5,568+215.3% | $5,349+228.2% | $12,624+39.1% |