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 | $6,969 | $53,516-87.0% | $126,539-94.5% | $84,808-91.8% |
| Participation rate | 58.2% | 58.2%-0.1pp | 69.8%-11.6pp | 68.3%-10.1pp |
| Annual return | 108.82% | 58.34%+50.5pp | 425.95%-317.1pp | 40.90%+67.9pp |
| Employer contribution / active EE | $428 | $1,535-72.1% | $3,674-88.3% | $2,631-83.7% |
| Participant deferral / active EE | $1,256 | $2,671-53.0% | $4,083-69.2% | $4,212-70.2% |
| Admin fee / account holder | $640 | $4,497-85.8% | $6,065-89.4% | $7,344-91.3% |