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 | $13,362 | $68,914-80.6% | $136,749-90.2% | $74,304-82.0% |
| Participation rate | 33.3% | 51.3%-18.0pp | 72.1%-38.8pp | 60.3%-27.0pp |
| Annual return | 20.86% | 16.34%+4.5pp | 24.33%-3.5pp | 29.43%-8.6pp |
| Employer contribution / active EE | $797 | $1,561-48.9% | $3,400-76.5% | $2,241-64.4% |
| Participant deferral / active EE | $2,028 | $2,541-20.2% | $4,692-56.8% | $3,767-46.2% |
| Admin fee / account holder | $2,395 | $3,149-23.9% | $11,386-79.0% | $2,969-19.3% |