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 | $20,211 | $65,241-69.0% | $126,539-84.0% | $85,563-76.4% |
| Participation rate | 24.5% | 48.6%-24.1pp | 69.8%-45.3pp | 66.0%-41.5pp |
| Annual return | 18.00% | 42.19%-24.2pp | 425.95%-407.9pp | 31.51%-13.5pp |
| Employer contribution / active EE | $803 | $1,937-58.6% | $3,674-78.1% | $2,654-69.7% |
| Participant deferral / active EE | $1,580 | $3,032-47.9% | $4,083-61.3% | $4,375-63.9% |
| Admin fee / account holder | $1,421 | $1,031+37.8% | $6,065-76.6% | $834+70.3% |