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 | $42,127 | $104,974-59.9% | $95,585-55.9% | $142,382-70.4% |
| Participation rate | 45.5% | 75.0%-29.5pp | 72.1%-26.6pp | 80.1%-34.7pp |
| Annual return | 7.76% | 210.33%-202.6pp | 38.56%-30.8pp | 217.08%-209.3pp |
| Employer contribution / active EE | $1,121 | $2,779-59.7% | $2,527-55.6% | $4,299-73.9% |
| Participant deferral / active EE | $1,494 | $4,352-65.7% | $4,023-62.9% | $6,507-77.0% |
| Admin fee / account holder | $425 | $6,386-93.3% | $6,127-93.1% | $12,624-96.6% |