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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,350 | $168,632-71.3% | $147,614-67.2% | $125,391-61.4% |
| Participation rate | 53.3% | 88.8%-35.4pp | 84.6%-31.3pp | 83.2%-29.9pp |
| Annual return | -4.66% | 77.65%-82.3pp | 61.98%-66.6pp | 282.22%-286.9pp |
| Employer contribution / active EE | $839 | $6,252-86.6% | $5,564-84.9% | $4,866-82.8% |
| Participant deferral / active EE | $2,938 | $5,507-46.6% | $4,895-40.0% | $5,352-45.1% |
| Admin fee / account holder | $1,358 | $13,580-90.0% | $11,611-88.3% | $9,540-85.8% |