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 | $94,031+90.2% | $115,768+54.5% | $82,448+116.9% |
| Participation rate | 60.8% | 70.4%-9.6pp | 74.4%-13.6pp | 68.1%-7.3pp |
| Annual return | 17.68% | 20.61%-2.9pp | 100.46%-82.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $539 | $2,323-76.8% | $2,940-81.6% | $2,551-78.9% |
| Participant deferral / active EE | $4,980 | $3,972+25.4% | $4,917+1.3% | $4,139+20.3% |
| Admin fee / account holder | $2,589 | $10,249-74.7% | $12,439-79.2% | $7,234-64.2% |