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 | $2,054 | $54,705-96.2% | $71,209-97.1% | $84,808-97.6% |
| Participation rate | 51.4% | 64.1%-12.6pp | 73.8%-22.3pp | 68.3%-16.9pp |
| Annual return | 47.42% | 35.90%+11.5pp | 282.51%-235.1pp | 40.90%+6.5pp |
| Employer contribution / active EE | $434 | $2,158-79.9% | $2,721-84.0% | $2,631-83.5% |
| Participant deferral / active EE | $673 | $3,030-77.8% | $4,175-83.9% | $4,212-84.0% |
| Admin fee / account holder | $587 | $4,863-87.9% | $5,349-89.0% | $7,344-92.0% |