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 | $20,239 | $49,915-59.5% | $154,803-86.9% | $74,304-72.8% |
| Participation rate | 30.8% | 54.0%-23.2pp | 78.1%-47.3pp | 60.3%-29.6pp |
| Annual return | 10.25% | 34.06%-23.8pp | 58.88%-48.6pp | 29.43%-19.2pp |
| Employer contribution / active EE | $583 | $1,611-63.8% | $4,305-86.5% | $2,241-74.0% |
| Participant deferral / active EE | $788 | $2,255-65.0% | $5,540-85.8% | $3,767-79.1% |
| Admin fee / account holder | $14,860 | $2,189+578.8% | $14,329+3.7% | $2,969+400.5% |