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 | $34,034 | $127,065-73.2% | $113,168-69.9% | $142,382-76.1% |
| Participation rate | 29.2% | 79.2%-50.0pp | 76.6%-47.4pp | 80.1%-51.0pp |
| Annual return | 1176.35% | 24.03%+1152.3pp | 24.27%+1152.1pp | 217.08%+959.3pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $916 | $5,716-84.0% | $5,107-82.1% | $6,507-85.9% |
| Admin fee / account holder | $428 | $15,736-97.3% | $12,068-96.5% | $12,624-96.6% |