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 | $1,215 | $54,705-97.8% | $71,209-98.3% | $84,808-98.6% |
| Participation rate | 69.4% | 64.1%+5.4pp | 73.8%-4.3pp | 68.3%+1.1pp |
| Annual return | 93.10% | 35.90%+57.2pp | 282.51%-189.4pp | 40.90%+52.2pp |
| Employer contribution / active EE | $385 | $2,158-82.1% | $2,721-85.8% | $2,631-85.4% |
| Participant deferral / active EE | $620 | $3,030-79.5% | $4,175-85.1% | $4,212-85.3% |
| Admin fee / account holder | $485 | $4,863-90.0% | $5,349-90.9% | $7,344-93.4% |