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 | $7,174 | $81,248-91.2% | $155,509-95.4% | $80,856-91.1% |
| Participation rate | 51.0% | 66.2%-15.2pp | 78.2%-27.2pp | 67.6%-16.6pp |
| Annual return | 58.18% | 33.31%+24.9pp | 64.67%-6.5pp | 35.59%+22.6pp |
| Employer contribution / active EE | $1,315 | $3,100-57.6% | $4,672-71.9% | $2,755-52.3% |
| Participant deferral / active EE | $1,633 | $3,452-52.7% | $5,626-71.0% | $4,296-62.0% |
| Admin fee / account holder | $682 | $7,997-91.5% | $15,912-95.7% | $6,918-90.1% |