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.
Participant 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.)
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 | $199,947 | $108,825+83.7% | $156,181+28.0% | $82,448+142.5% |
| Participation rate | 64.7% | 72.4%-7.7pp | 78.8%-14.1pp | 68.1%-3.4pp |
| Annual return | 0.00% | 20.59%-20.6pp | 64.87%-64.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $833 | $2,870-71.0% | $4,294-80.6% | $2,551-67.3% |
| Participant deferral / active EE | $1,589 | $4,577-65.3% | $6,132-74.1% | $4,139-61.6% |
| Admin fee / account holder | $14,070 | $9,341+50.6% | $14,586-3.5% | $7,234+94.5% |