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 | $224,813 | $159,602+40.9% | $150,045+49.8% | $142,382+57.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 6.25% | 70.24%-64.0pp | 62.55%-56.3pp | 217.08%-210.8pp |
| Employer contribution / active EE | $3,533 | $4,961-28.8% | $4,693-24.7% | $4,299-17.8% |
| Participant deferral / active EE | $6,896 | $8,310-17.0% | $7,997-13.8% | $6,507+6.0% |
| Admin fee / account holder | $517 | $14,846-96.5% | $13,435-96.2% | $12,624-95.9% |