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 | $17,516 | $30,400-42.4% | $53,898-67.5% | $84,808-79.3% |
| Participation rate | 35.2% | 46.4%-11.3pp | 55.0%-19.8pp | 68.3%-33.1pp |
| Annual return | 10.84% | 500.19%-489.4pp | 528.60%-517.8pp | 40.90%-30.1pp |
| Employer contribution / active EE | $332 | $603-44.9% | $932-64.4% | $2,631-87.4% |
| Participant deferral / active EE | $478 | $1,199-60.1% | $1,826-73.8% | $4,212-88.7% |
| Admin fee / account holder | $484 | $1,993-75.7% | $2,491-80.6% | $7,344-93.4% |