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 | $54,339 | $49,657+9.4% | $93,063-41.6% | $67,986-20.1% |
| Participation rate | 21.0% | 49.9%-28.9pp | 72.1%-51.1pp | 57.2%-36.2pp |
| Annual return | 10.80% | 26.27%-15.5pp | 34.15%-23.4pp | 31.67%-20.9pp |
| Employer contribution / active EE | $612 | $1,279-52.1% | $2,476-75.3% | $2,019-69.7% |
| Participant deferral / active EE | $1,290 | $2,484-48.1% | $3,958-67.4% | $3,358-61.6% |
| Admin fee / account holder | $18,284 | $2,843+543.2% | $6,033+203.1% | $3,203+470.8% |