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 | $3,907 | $180,749-97.8% | $160,784-97.6% | $137,256-97.2% |
| Participation rate | 68.8% | 80.0%-11.2pp | 77.0%-8.2pp | 80.0%-11.2pp |
| Annual return | 58.42% | 2234.46%-2176.0pp | 1803.92%-1745.5pp | 220.34%-161.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,904 | $6,844-57.6% | $6,293-53.9% | $6,407-54.7% |
| Admin fee / account holder | $876 | $10,397-91.6% | $9,717-91.0% | $12,270-92.9% |