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 | $19,215 | $80,673-76.2% | $101,326-81.0% | $84,808-77.3% |
| Participation rate | 59.6% | 77.8%-18.2pp | 81.5%-21.9pp | 68.3%-8.7pp |
| Annual return | 107.33% | 38.95%+68.4pp | 36.82%+70.5pp | 40.90%+66.4pp |
| Employer contribution / active EE | $2,683 | $2,698-0.6% | $3,665-26.8% | $2,631+2.0% |
| Participant deferral / active EE | $5,977 | $6,840-12.6% | $7,994-25.2% | $4,212+41.9% |
| Admin fee / account holder | $2,909 | $12,784-77.2% | $11,185-74.0% | $7,344-60.4% |