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 | $27,366 | $74,888-63.5% | $71,209-61.6% | $142,382-80.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 4.29% | 345.14%-340.9pp | 282.51%-278.2pp | 217.08%-212.8pp |
| Employer contribution / active EE | $2,614 | $2,854-8.4% | $2,721-3.9% | $4,299-39.2% |
| Participant deferral / active EE | $3,695 | $4,454-17.1% | $4,175-11.5% | $6,507-43.2% |
| Admin fee / account holder | $139,110 | $5,568+2398.2% | $5,349+2500.8% | $12,624+1002.0% |