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 | $195,997 | $159,934+22.5% | $147,005+33.3% | $145,959+34.3% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 65.55% | 98.24%-32.7pp | 418.76%-353.2pp | 561.95%-496.4pp |
| Employer contribution / active EE | $962 | $5,287-81.8% | $4,934-80.5% | $4,661-79.4% |
| Participant deferral / active EE | $7,115 | $8,427-15.6% | $8,070-11.8% | $6,689+6.4% |
| Admin fee / account holder | $2,271 | $15,053-84.9% | $13,006-82.5% | $13,398-83.0% |