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 | $45,661 | $106,584-57.2% | $101,326-54.9% | $142,382-67.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 11.64% | 36.93%-25.3pp | 36.82%-25.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $951 | $3,956-76.0% | $3,665-74.1% | $4,299-77.9% |
| Participant deferral / active EE | $9,400 | $8,297+13.3% | $7,994+17.6% | $6,507+44.5% |
| Admin fee / account holder | $1,878 | $11,446-83.6% | $11,185-83.2% | $12,624-85.1% |