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 | $6,241 | $57,590-89.2% | $86,233-92.8% | $82,448-92.4% |
| Participation rate | 34.3% | 57.9%-23.6pp | 69.0%-34.7pp | 68.1%-33.8pp |
| Annual return | 27.89% | 22.41%+5.5pp | 61.39%-33.5pp | 41.64%-13.7pp |
| Employer contribution / active EE | $816 | $1,655-50.7% | $2,504-67.4% | $2,551-68.0% |
| Participant deferral / active EE | $2,110 | $3,080-31.5% | $4,559-53.7% | $4,139-49.0% |
| Admin fee / account holder | $498 | $4,730-89.5% | $8,342-94.0% | $7,234-93.1% |