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 | $4,035 | $189,613-97.9% | $167,512-97.6% | $142,382-97.2% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 22.85% | 2024.68%-2001.8pp | 1615.79%-1592.9pp | 217.08%-194.2pp |
| Employer contribution / active EE | $3,089 | $4,349-29.0% | $3,882-20.4% | $4,299-28.2% |
| Participant deferral / active EE | $3,168 | $6,981-54.6% | $6,405-50.5% | $6,507-51.3% |
| Admin fee / account holder | $2,261 | $10,528-78.5% | $9,769-76.9% | $12,624-82.1% |