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 | $63,313 | $54,705+15.7% | $71,209-11.1% | $84,808-25.3% |
| Participation rate | 65.9% | 64.1%+1.8pp | 73.8%-7.9pp | 68.3%-2.5pp |
| Annual return | 9.48% | 35.90%-26.4pp | 282.51%-273.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $895 | $2,158-58.5% | $2,721-67.1% | $2,631-66.0% |
| Participant deferral / active EE | $1,718 | $3,030-43.3% | $4,175-58.9% | $4,212-59.2% |
| Admin fee / account holder | $2,161 | $4,863-55.6% | $5,349-59.6% | $7,344-70.6% |