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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,537 | $108,549-71.9% | $156,263-80.5% | $85,563-64.3% |
| Participation rate | 35.9% | 77.1%-41.2pp | 78.9%-43.1pp | 66.0%-30.1pp |
| Annual return | 24.19% | 21.79%+2.4pp | 59.47%-35.3pp | 31.51%-7.3pp |
| Employer contribution / active EE | $881 | $2,690-67.2% | $4,333-79.7% | $2,654-66.8% |
| Participant deferral / active EE | $2,599 | $4,800-45.9% | $6,158-57.8% | $4,375-40.6% |
| Admin fee / account holder | $4,201 | $650+546.4% | $14,255-70.5% | $834+403.6% |