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 | $15,487 | $159,602-90.3% | $150,045-89.7% | $142,382-89.1% |
| Participation rate | 53.3% | 84.0%-30.6pp | 82.3%-29.0pp | 80.1%-26.8pp |
| Annual return | 22.51% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,185 | $4,961-55.9% | $4,693-53.4% | $4,299-49.2% |
| Participant deferral / active EE | $3,525 | $8,310-57.6% | $7,997-55.9% | $6,507-45.8% |
| Admin fee / account holder | $1,353 | $14,846-90.9% | $13,435-89.9% | $12,624-89.3% |