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 | $17,920 | $102,317-82.5% | $146,958-87.8% | $80,856-77.8% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.2%-19.7pp | 67.6%-5.1pp |
| Annual return | 31.15% | 134.76%-103.6pp | 418.34%-387.2pp | 35.59%-4.4pp |
| Employer contribution / active EE | $1,947 | $3,713-47.6% | $4,933-60.5% | $2,755-29.3% |
| Participant deferral / active EE | $6,562 | $6,644-1.2% | $8,070-18.7% | $4,296+52.8% |
| Admin fee / account holder | $1,662 | $7,941-79.1% | $12,998-87.2% | $6,918-76.0% |