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 | $12,994 | $159,602-91.9% | $150,045-91.3% | $142,382-90.9% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.3%-68.0pp | 80.1%-65.8pp |
| Annual return | 14.27% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,292 | $4,961-74.0% | $4,693-72.5% | $4,299-69.9% |
| Participant deferral / active EE | $2,721 | $8,310-67.3% | $7,997-66.0% | $6,507-58.2% |
| Admin fee / account holder | $7,982 | $14,846-46.2% | $13,435-40.6% | $12,624-36.8% |