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 | $15,598 | $177,572-91.2% | $154,803-89.9% | $142,382-89.0% |
| Participation rate | 68.2% | 82.1%-13.9pp | 78.1%-9.9pp | 80.1%-11.9pp |
| Annual return | 20.25% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,228 | $4,810-74.5% | $4,305-71.5% | $4,299-71.4% |
| Participant deferral / active EE | $1,607 | $6,272-74.4% | $5,540-71.0% | $6,507-75.3% |
| Admin fee / account holder | $1,294 | $16,786-92.3% | $14,329-91.0% | $12,624-89.7% |