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 | $100,970-54.8% | $96,576-52.7% | $137,256-66.7% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 11.64% | 38.16%-26.5pp | 38.47%-26.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $951 | $3,809-75.0% | $3,553-73.2% | $4,156-77.1% |
| Participant deferral / active EE | $9,400 | $8,286+13.4% | $7,956+18.1% | $6,407+46.7% |
| Admin fee / account holder | $1,878 | $11,312-83.4% | $11,381-83.5% | $12,270-84.7% |