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 | $39,766 | $159,901-75.1% | $146,958-72.9% | $145,922-72.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 6.40% | 98.13%-91.7pp | 418.34%-411.9pp | 561.29%-554.9pp |
| Employer contribution / active EE | $1,791 | $5,286-66.1% | $4,933-63.7% | $4,660-61.6% |
| Participant deferral / active EE | $8,631 | $8,428+2.4% | $8,070+6.9% | $6,688+29.1% |
| Admin fee / account holder | $30,617 | $15,044+103.5% | $12,998+135.5% | $13,397+128.5% |