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 | $2,695 | $49,915-94.6% | $154,803-98.3% | $74,304-96.4% |
| Participation rate | 53.6% | 54.0%-0.3pp | 78.1%-24.4pp | 60.3%-6.7pp |
| Annual return | 1033.81% | 34.06%+999.7pp | 58.88%+974.9pp | 29.43%+1004.4pp |
| Employer contribution / active EE | $495 | $1,611-69.3% | $4,305-88.5% | $2,241-77.9% |
| Participant deferral / active EE | $771 | $2,255-65.8% | $5,540-86.1% | $3,767-79.5% |
| Admin fee / account holder | $6,573 | $2,189+200.3% | $14,329-54.1% | $2,969+121.4% |