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 | $34,394 | $74,888-54.1% | $71,209-51.7% | $142,382-75.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | -18.06% | 345.14%-363.2pp | 282.51%-300.6pp | 217.08%-235.1pp |
| Employer contribution / active EE | $2,892 | $2,854+1.3% | $2,721+6.3% | $4,299-32.7% |
| Participant deferral / active EE | $15,837 | $4,454+255.5% | $4,175+279.3% | $6,507+143.4% |
| Admin fee / account holder | $7,355 | $5,568+32.1% | $5,349+37.5% | $12,624-41.7% |