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 | $18,871 | $86,922-78.3% | $102,438-81.6% | $80,874-76.7% |
| Participation rate | 64.1% | 72.4%-8.3pp | 76.5%-12.4pp | 67.6%-3.6pp |
| Annual return | 15.88% | 18.90%-3.0pp | 29.37%-13.5pp | 35.62%-19.7pp |
| Employer contribution / active EE | $3,655 | $2,369+54.3% | $3,024+20.9% | $2,756+32.6% |
| Participant deferral / active EE | $6,261 | $4,119+52.0% | $5,054+23.9% | $4,297+45.7% |
| Admin fee / account holder | $7,580 | $8,050-5.8% | $9,448-19.8% | $6,935+9.3% |