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 | $50,576 | $54,705-7.5% | $71,209-29.0% | $84,808-40.4% |
| Participation rate | 55.3% | 64.1%-8.8pp | 73.8%-18.5pp | 68.3%-13.0pp |
| Annual return | 20.54% | 35.90%-15.4pp | 282.51%-262.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,982 | $2,158+38.2% | $2,721+9.6% | $2,631+13.3% |
| Participant deferral / active EE | $5,000 | $3,030+65.0% | $4,175+19.7% | $4,212+18.7% |
| Admin fee / account holder | $1,936 | $4,863-60.2% | $5,349-63.8% | $7,344-73.6% |