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 | $11,313 | $72,071-84.3% | $68,368-83.5% | $137,256-91.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | -10.81% | 353.14%-363.9pp | 292.57%-303.4pp | 220.34%-231.1pp |
| Employer contribution / active EE | $1,419 | $2,788-49.1% | $2,649-46.4% | $4,156-65.9% |
| Participant deferral / active EE | $3,712 | $4,410-15.8% | $4,123-10.0% | $6,407-42.1% |
| Admin fee / account holder | $3,881 | $5,336-27.3% | $5,150-24.6% | $12,270-68.4% |