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 | $2,899 | $90,503-96.8% | $78,689-96.3% | $273,961-98.9% |
| Participation rate | 47.4% | 76.5%-29.1pp | 73.6%-26.2pp | 83.0%-35.6pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $752 | $3,176-76.3% | $2,851-73.6% | $4,869-84.5% |
| Participant deferral / active EE | $1,203 | $3,901-69.2% | $3,517-65.8% | $5,287-77.2% |
| Admin fee / account holder | $667 | $5,263-87.3% | $4,510-85.2% | $10,132-93.4% |