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 | $60,022-89.6% | $88,946-93.0% | $84,808-92.6% |
| Participation rate | 34.3% | 57.8%-23.6pp | 68.8%-34.6pp | 68.3%-34.0pp |
| Annual return | 27.89% | 22.43%+5.5pp | 57.82%-29.9pp | 40.90%-13.0pp |
| Employer contribution / active EE | $816 | $1,703-52.1% | $2,555-68.1% | $2,631-69.0% |
| Participant deferral / active EE | $2,110 | $3,114-32.2% | $4,581-54.0% | $4,212-49.9% |
| Admin fee / account holder | $498 | $4,811-89.6% | $8,261-94.0% | $7,344-93.2% |