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 | $7,376 | $48,750-84.9% | $88,946-91.7% | $74,304-90.1% |
| Participation rate | 14.9% | 44.5%-29.6pp | 68.8%-54.0pp | 60.3%-45.5pp |
| Annual return | 29.68% | 25.91%+3.8pp | 57.82%-28.1pp | 29.43%+0.2pp |
| Employer contribution / active EE | $419 | $1,255-66.6% | $2,555-83.6% | $2,241-81.3% |
| Participant deferral / active EE | $542 | $2,423-77.6% | $4,581-88.2% | $3,767-85.6% |
| Admin fee / account holder | $833 | $3,756-77.8% | $8,261-89.9% | $2,969-72.0% |