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 | $33,207 | $89,753-63.0% | $107,525-69.1% | $84,808-60.8% |
| Participation rate | 31.3% | 68.1%-36.8pp | 75.1%-43.8pp | 68.3%-37.1pp |
| Annual return | 13.02% | 29.48%-16.5pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $671 | $3,113-78.4% | $3,754-82.1% | $2,631-74.5% |
| Participant deferral / active EE | $1,722 | $4,056-57.6% | $5,116-66.3% | $4,212-59.1% |
| Admin fee / account holder | $2,163 | $7,222-70.1% | $8,919-75.8% | $7,344-70.5% |