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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,390 | $55,415-23.5% | $155,509-72.7% | $74,495-43.1% |
| Participation rate | 50.5% | 61.9%-11.4pp | 78.2%-27.7pp | 67.2%-16.7pp |
| Annual return | 10.61% | 268.50%-257.9pp | 64.67%-54.1pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,489 | $2,267-34.3% | $4,672-68.1% | $2,623-43.2% |
| Participant deferral / active EE | $3,331 | $2,836+17.5% | $5,626-40.8% | $4,346-23.3% |
| Admin fee / account holder | $534 | $1,738-69.3% | $15,912-96.6% | $1,942-72.5% |