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 | $2,433 | $70,756-96.6% | $65,493-96.3% | $142,382-98.3% |
| Participation rate | 56.3% | 77.4%-21.1pp | 73.1%-16.8pp | 80.1%-23.9pp |
| Annual return | 13.88% | 1754.89%-1741.0pp | 982.45%-968.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $527 | $2,881-81.7% | $2,574-79.5% | $4,299-87.7% |
| Participant deferral / active EE | $1,338 | $4,637-71.1% | $3,961-66.2% | $6,507-79.4% |
| Admin fee / account holder | $586 | $6,559-91.1% | $5,028-88.3% | $12,624-95.4% |