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 | $2,486 | $54,705-95.5% | $71,209-96.5% | $84,808-97.1% |
| Participation rate | 30.8% | 64.1%-33.3pp | 73.8%-43.0pp | 68.3%-37.5pp |
| Annual return | 0.00% | 35.90%-35.9pp | 282.51%-282.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $794 | $3,030-73.8% | $4,175-81.0% | $4,212-81.2% |
| Admin fee / account holder | $550 | $4,863-88.7% | $5,349-89.7% | $7,344-92.5% |