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 | $51,638-97.6% | $68,368-98.2% | $82,448-98.5% |
| Participation rate | 69.4% | 63.6%+5.8pp | 73.8%-4.3pp | 68.1%+1.4pp |
| Annual return | 93.10% | 37.53%+55.6pp | 292.57%-199.5pp | 41.64%+51.5pp |
| Employer contribution / active EE | $385 | $2,047-81.2% | $2,649-85.5% | $2,551-84.9% |
| Participant deferral / active EE | $620 | $2,914-78.7% | $4,123-85.0% | $4,139-85.0% |
| Admin fee / account holder | $485 | $4,643-89.5% | $5,150-90.6% | $7,234-93.3% |