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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,820 | $48,795-30.7% | $65,493-48.4% | $84,808-60.1% |
| Participation rate | 52.1% | 67.0%-14.9pp | 73.1%-21.0pp | 68.3%-16.2pp |
| Annual return | 11.40% | 20.20%-8.8pp | 982.45%-971.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $481 | $1,930-75.1% | $2,574-81.3% | $2,631-81.7% |
| Participant deferral / active EE | $2,412 | $2,928-17.6% | $3,961-39.1% | $4,212-42.7% |
| Admin fee / account holder | $1,436 | $3,877-63.0% | $5,028-71.4% | $7,344-80.4% |