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 | $36,604 | $74,888-51.1% | $71,209-48.6% | $142,382-74.3% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.1%-26.3pp |
| Annual return | -76.98% | 345.14%-422.1pp | 282.51%-359.5pp | 217.08%-294.1pp |
| Employer contribution / active EE | $1,039 | $2,854-63.6% | $2,721-61.8% | $4,299-75.8% |
| Participant deferral / active EE | $1,523 | $4,454-65.8% | $4,175-63.5% | $6,507-76.6% |
| Admin fee / account holder | $99,918 | $5,568+1694.4% | $5,349+1768.0% | $12,624+691.5% |