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 | $3,968 | $58,627-93.2% | $76,735-94.8% | $82,448-95.2% |
| Participation rate | 69.8% | 63.2%+6.6pp | 69.5%+0.3pp | 68.1%+1.7pp |
| Annual return | 29.67% | 39.10%-9.4pp | 29.77%-0.1pp | 41.64%-12.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,646 | $3,134-47.5% | $4,088-59.7% | $4,139-60.2% |
| Admin fee / account holder | $308 | $5,323-94.2% | $7,189-95.7% | $7,234-95.7% |