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 | $37,814 | $55,415-31.8% | $155,509-75.7% | $74,495-49.2% |
| Participation rate | 48.0% | 61.9%-13.9pp | 78.2%-30.1pp | 67.2%-19.2pp |
| Annual return | 10.06% | 268.50%-258.4pp | 64.67%-54.6pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $269 | $2,267-88.1% | $4,672-94.2% | $2,623-89.7% |
| Participant deferral / active EE | $2,085 | $2,836-26.5% | $5,626-62.9% | $4,346-52.0% |
| Admin fee / account holder | $3,734 | $1,738+114.8% | $15,912-76.5% | $1,942+92.3% |