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 | $2,981 | $72,071-95.9% | $68,368-95.6% | $137,256-97.8% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 5.35% | 353.14%-347.8pp | 292.57%-287.2pp | 220.34%-215.0pp |
| Employer contribution / active EE | $536 | $2,788-80.8% | $2,649-79.8% | $4,156-87.1% |
| Participant deferral / active EE | $1,138 | $4,410-74.2% | $4,123-72.4% | $6,407-82.2% |
| Admin fee / account holder | $325 | $5,336-93.9% | $5,150-93.7% | $12,270-97.3% |