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 | $109,169 | $168,632-35.3% | $147,614-26.0% | $125,391-12.9% |
| Participation rate | 12.5% | 88.8%-76.3pp | 84.6%-72.1pp | 83.2%-70.7pp |
| Annual return | -1.41% | 77.65%-79.1pp | 61.98%-63.4pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,103 | $6,252-82.4% | $5,564-80.2% | $4,866-77.3% |
| Participant deferral / active EE | $4,490 | $5,507-18.5% | $4,895-8.3% | $5,352-16.1% |
| Admin fee / account holder | $1,003 | $13,580-92.6% | $11,611-91.4% | $9,540-89.5% |