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 | $2,871 | $76,407-96.2% | $150,298-98.1% | $82,448-96.5% |
| Participation rate | 60.7% | 66.4%-5.7pp | 77.8%-17.0pp | 68.1%-7.4pp |
| Annual return | 30.63% | 39.99%-9.4pp | 62.79%-32.2pp | 41.64%-11.0pp |
| Employer contribution / active EE | $461 | $2,614-82.4% | $4,154-88.9% | $2,551-81.9% |
| Participant deferral / active EE | $877 | $3,214-72.7% | $5,453-83.9% | $4,139-78.8% |
| Admin fee / account holder | $452 | $6,352-92.9% | $14,116-96.8% | $7,234-93.7% |