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 | $11,721 | $81,233-85.6% | $155,567-92.5% | $80,874-85.5% |
| Participation rate | 22.7% | 66.2%-43.5pp | 78.2%-55.5pp | 67.6%-44.9pp |
| Annual return | -1.03% | 33.33%-34.4pp | 64.74%-65.8pp | 35.62%-36.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $913 | $3,452-73.6% | $5,628-83.8% | $4,297-78.8% |
| Admin fee / account holder | $3,295 | $7,998-58.8% | $15,916-79.3% | $6,935-52.5% |