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 | $5,395 | $48,795-88.9% | $65,493-91.8% | $84,808-93.6% |
| Participation rate | 61.8% | 67.0%-5.2pp | 73.1%-11.3pp | 68.3%-6.5pp |
| Annual return | 43.99% | 20.20%+23.8pp | 982.45%-938.5pp | 40.90%+3.1pp |
| Employer contribution / active EE | $1,174 | $1,930-39.1% | $2,574-54.4% | $2,631-55.4% |
| Participant deferral / active EE | $1,740 | $2,928-40.6% | $3,961-56.1% | $4,212-58.7% |
| Admin fee / account holder | $1,229 | $3,877-68.3% | $5,028-75.6% | $7,344-83.3% |