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 | $2,240 | $30,400-92.6% | $53,898-95.8% | $84,808-97.4% |
| Participation rate | 57.8% | 46.4%+11.3pp | 55.0%+2.8pp | 68.3%-10.5pp |
| Annual return | 14.37% | 500.19%-485.8pp | 528.60%-514.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $429 | $1,199-64.2% | $1,826-76.5% | $4,212-89.8% |
| Admin fee / account holder | $629 | $1,993-68.4% | $2,491-74.7% | $7,344-91.4% |