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 | $4,934 | $45,031-89.0% | $85,009-94.2% | $77,671-93.6% |
| Participation rate | 21.7% | 48.7%-27.0pp | 67.5%-45.8pp | 70.6%-48.9pp |
| Annual return | 0.00% | 79.22%-79.2pp | 66.47%-66.5pp | 31.21%-31.2pp |
| Employer contribution / active EE | $463 | $1,609-71.2% | $2,728-83.0% | $2,726-83.0% |
| Participant deferral / active EE | $811 | $2,807-71.1% | $4,522-82.1% | $4,648-82.6% |
| Admin fee / account holder | $810 | $912-11.2% | $6,153-86.8% | $430+88.2% |