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 | $111,535-96.7% | $105,223-96.5% | $137,256-97.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 62.55% | 237.85%-175.3pp | 180.65%-118.1pp | 220.34%-157.8pp |
| Employer contribution / active EE | $968 | $3,939-75.4% | $3,689-73.8% | $4,156-76.7% |
| Participant deferral / active EE | $1,530 | $5,500-72.2% | $5,072-69.8% | $6,407-76.1% |
| Admin fee / account holder | $772 | $9,721-92.1% | $8,859-91.3% | $12,270-93.7% |