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 | $14,460 | $124,425-88.4% | $112,040-87.1% | $137,256-89.5% |
| Participation rate | 68.2% | 79.3%-11.1pp | 76.5%-8.3pp | 80.0%-11.8pp |
| Annual return | 20.67% | 24.72%-4.0pp | 24.52%-3.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,318 | $3,411-61.4% | $2,954-55.4% | $4,156-68.3% |
| Participant deferral / active EE | $2,763 | $5,718-51.7% | $5,098-45.8% | $6,407-56.9% |
| Admin fee / account holder | $764 | $15,207-95.0% | $12,098-93.7% | $12,270-93.8% |