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 | $35,572 | $27,915+27.4% | $58,482-39.2% | $75,163-52.7% |
| Participation rate | 34.2% | 38.8%-4.6pp | 50.9%-16.6pp | 67.2%-33.0pp |
| Annual return | 12.91% | 44.20%-31.3pp | 4239.32%-4226.4pp | 160.62%-147.7pp |
| Employer contribution / active EE | $461 | $669-31.1% | $1,053-56.2% | $2,670-82.7% |
| Participant deferral / active EE | $1,592 | $1,201+32.5% | $1,924-17.3% | $4,125-61.4% |
| Admin fee / account holder | $3,623 | $1,726+110.0% | $2,516+44.0% | $5,651-35.9% |