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 | $7,716 | $74,927-89.7% | $101,794-92.4% | $84,808-90.9% |
| Participation rate | 57.6% | 61.4%-3.8pp | 69.2%-11.6pp | 68.3%-10.7pp |
| Annual return | 25.79% | 18.70%+7.1pp | 30.53%-4.7pp | 40.90%-15.1pp |
| Employer contribution / active EE | $1,116 | $1,522-26.7% | $2,289-51.2% | $2,631-57.6% |
| Participant deferral / active EE | $2,416 | $3,099-22.0% | $4,084-40.8% | $4,212-42.6% |
| Admin fee / account holder | $2,166 | $6,514-66.7% | $8,777-75.3% | $7,344-70.5% |