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 | $35,920 | $95,453-62.4% | $112,040-67.9% | $82,448-56.4% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.5%-18.9pp | 68.1%-10.5pp |
| Annual return | 15.80% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,866 | $2,318-19.5% | $2,954-36.8% | $2,551-26.8% |
| Participant deferral / active EE | $3,112 | $4,224-26.3% | $5,098-39.0% | $4,139-24.8% |
| Admin fee / account holder | $836 | $9,013-90.7% | $12,098-93.1% | $7,234-88.4% |