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 | $180,749-97.8% | $160,784-97.5% | $137,256-97.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 22.85% | 2234.46%-2211.6pp | 1803.92%-1781.1pp | 220.34%-197.5pp |
| Employer contribution / active EE | $3,089 | $4,155-25.7% | $3,733-17.3% | $4,156-25.7% |
| Participant deferral / active EE | $3,168 | $6,844-53.7% | $6,293-49.7% | $6,407-50.6% |
| Admin fee / account holder | $2,261 | $10,397-78.3% | $9,717-76.7% | $12,270-81.6% |