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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,712 | $177,572-93.4% | $154,803-92.4% | $142,382-91.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 30.04% | 65.07%-35.0pp | 58.88%-28.8pp | 217.08%-187.0pp |
| Employer contribution / active EE | $1,729 | $4,810-64.1% | $4,305-59.8% | $4,299-59.8% |
| Participant deferral / active EE | $4,393 | $6,272-30.0% | $5,540-20.7% | $6,507-32.5% |
| Admin fee / account holder | $2,287 | $16,786-86.4% | $14,329-84.0% | $12,624-81.9% |