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 | $4,709 | $74,888-93.7% | $71,209-93.4% | $142,382-96.7% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 8.40% | 345.14%-336.7pp | 282.51%-274.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $668 | $2,854-76.6% | $2,721-75.4% | $4,299-84.5% |
| Participant deferral / active EE | $1,357 | $4,454-69.5% | $4,175-67.5% | $6,507-79.1% |
| Admin fee / account holder | $1,789 | $5,568-67.9% | $5,349-66.6% | $12,624-85.8% |