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 | $32,690 | $100,970-67.6% | $96,576-66.2% | $137,256-76.2% |
| Participation rate | 55.6% | 82.6%-27.1pp | 81.4%-25.9pp | 80.0%-24.4pp |
| Annual return | 22.78% | 38.16%-15.4pp | 38.47%-15.7pp | 220.34%-197.6pp |
| Employer contribution / active EE | $515 | $3,809-86.5% | $3,553-85.5% | $4,156-87.6% |
| Participant deferral / active EE | $3,907 | $8,286-52.9% | $7,956-50.9% | $6,407-39.0% |
| Admin fee / account holder | $607 | $11,312-94.6% | $11,381-94.7% | $12,270-95.1% |