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 | $2,044 | $51,638-96.0% | $68,368-97.0% | $82,448-97.5% |
| Participation rate | 63.0% | 63.6%-0.6pp | 73.8%-10.8pp | 68.1%-5.1pp |
| Annual return | 35.03% | 37.53%-2.5pp | 292.57%-257.5pp | 41.64%-6.6pp |
| Employer contribution / active EE | $346 | $2,047-83.1% | $2,649-86.9% | $2,551-86.4% |
| Participant deferral / active EE | $1,704 | $2,914-41.5% | $4,123-58.7% | $4,139-58.8% |
| Admin fee / account holder | $329 | $4,643-92.9% | $5,150-93.6% | $7,234-95.5% |