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 | $146,668 | $109,881+33.5% | $150,045-2.3% | $84,808+72.9% |
| Participation rate | 43.3% | 76.1%-32.8pp | 82.3%-39.0pp | 68.3%-25.0pp |
| Annual return | 14.11% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,185 | $3,561-38.6% | $4,693-53.4% | $2,631-16.9% |
| Participant deferral / active EE | $12,982 | $6,636+95.6% | $7,997+62.3% | $4,212+208.2% |
| Admin fee / account holder | $5,552 | $8,568-35.2% | $13,435-58.7% | $7,344-24.4% |