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 | $56,305 | $54,705+2.9% | $71,209-20.9% | $84,808-33.6% |
| Participation rate | 44.9% | 64.1%-19.2pp | 73.8%-28.9pp | 68.3%-23.4pp |
| Annual return | 12.57% | 35.90%-23.3pp | 282.51%-269.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $872 | $2,158-59.6% | $2,721-68.0% | $2,631-66.9% |
| Participant deferral / active EE | $2,460 | $3,030-18.8% | $4,175-41.1% | $4,212-41.6% |
| Admin fee / account holder | $20,486 | $4,863+321.2% | $5,349+283.0% | $7,344+179.0% |