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 | $12,432 | $86,944-85.7% | $107,525-88.4% | $74,304-83.3% |
| Participation rate | 49.3% | 59.6%-10.3pp | 75.1%-25.8pp | 60.3%-11.1pp |
| Annual return | 43.22% | 23.52%+19.7pp | 181.32%-138.1pp | 29.43%+13.8pp |
| Employer contribution / active EE | $1,839 | $2,757-33.3% | $3,754-51.0% | $2,241-18.0% |
| Participant deferral / active EE | $3,349 | $3,554-5.8% | $5,116-34.5% | $3,767-11.1% |
| Admin fee / account holder | $618 | $3,727-83.4% | $8,919-93.1% | $2,969-79.2% |