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 | $4,780 | $94,338-94.9% | $100,534-95.2% | $142,382-96.6% |
| Participation rate | 55.6% | 81.7%-26.2pp | 80.6%-25.1pp | 80.1%-24.6pp |
| Annual return | 0.00% | 29.20%-29.2pp | 32.66%-32.7pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,609 | $4,237-62.0% | $4,346-63.0% | $4,299-62.6% |
| Participant deferral / active EE | $1,879 | $5,934-68.3% | $6,144-69.4% | $6,507-71.1% |
| Admin fee / account holder | $970 | $8,421-88.5% | $7,654-87.3% | $12,624-92.3% |