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 | $3,695 | $114,381-96.8% | $107,525-96.6% | $142,382-97.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 62.55% | 242.71%-180.2pp | 181.32%-118.8pp | 217.08%-154.5pp |
| Employer contribution / active EE | $968 | $4,015-75.9% | $3,754-74.2% | $4,299-77.5% |
| Participant deferral / active EE | $1,530 | $5,564-72.5% | $5,116-70.1% | $6,507-76.5% |
| Admin fee / account holder | $772 | $9,860-92.2% | $8,919-91.3% | $12,624-93.9% |