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 | $50,699 | $29,667+70.9% | $56,441-10.2% | $80,874-37.3% |
| Participation rate | 12.8% | 41.7%-28.9pp | 52.5%-39.7pp | 67.6%-54.8pp |
| Annual return | 8.71% | 35.22%-26.5pp | 1704.21%-1695.5pp | 35.62%-26.9pp |
| Employer contribution / active EE | $235 | $669-64.9% | $1,039-77.4% | $2,756-91.5% |
| Participant deferral / active EE | $963 | $1,227-21.5% | $1,953-50.7% | $4,297-77.6% |
| Admin fee / account holder | $3,301 | $2,429+35.9% | $2,829+16.7% | $6,935-52.4% |