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 | $144,479 | $201,259-28.2% | $184,200-21.6% | $145,959-1.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 7.35% | 28.98%-21.6pp | 28.80%-21.4pp | 561.95%-554.6pp |
| Employer contribution / active EE | $4,348 | $7,018-38.0% | $6,424-32.3% | $4,661-6.7% |
| Participant deferral / active EE | $8,075 | $9,806-17.7% | $9,132-11.6% | $6,689+20.7% |
| Admin fee / account holder | $1,786 | $16,372-89.1% | $13,907-87.2% | $13,398-86.7% |