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 | $12,275 | $89,753-86.3% | $107,525-88.6% | $84,808-85.5% |
| Participation rate | 64.0% | 68.1%-4.1pp | 75.1%-11.1pp | 68.3%-4.3pp |
| Annual return | 27.16% | 29.48%-2.3pp | 181.32%-154.2pp | 40.90%-13.7pp |
| Employer contribution / active EE | $1,892 | $3,113-39.2% | $3,754-49.6% | $2,631-28.1% |
| Participant deferral / active EE | $3,309 | $4,056-18.4% | $5,116-35.3% | $4,212-21.4% |
| Admin fee / account holder | $565 | $7,222-92.2% | $8,919-93.7% | $7,344-92.3% |