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 | $38,318 | $80,812-52.6% | $160,784-76.2% | $82,448-53.5% |
| Participation rate | 27.3% | 66.2%-39.0pp | 77.0%-49.7pp | 68.1%-40.8pp |
| Annual return | 0.00% | 100.59%-100.6pp | 1803.92%-1803.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $760 | $4,335-82.5% | $6,293-87.9% | $4,139-81.6% |
| Admin fee / account holder | $8,717 | $7,695+13.3% | $9,717-10.3% | $7,234+20.5% |