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.)
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 | $178,819 | $94,625+89.0% | $116,228+53.9% | $84,808+110.9% |
| Participation rate | 60.8% | 70.4%-9.7pp | 74.6%-13.8pp | 68.3%-7.5pp |
| Annual return | 17.68% | 20.40%-2.7pp | 90.06%-72.4pp | 40.90%-23.2pp |
| Employer contribution / active EE | $539 | $2,347-77.0% | $2,994-82.0% | $2,631-79.5% |
| Participant deferral / active EE | $4,980 | $3,972+25.4% | $4,953+0.5% | $4,212+18.2% |
| Admin fee / account holder | $2,589 | $10,091-74.3% | $11,989-78.4% | $7,344-64.7% |