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 | $124,425-72.6% | $112,040-69.6% | $137,256-75.2% |
| Participation rate | 29.2% | 79.3%-50.1pp | 76.5%-47.3pp | 80.0%-50.8pp |
| Annual return | 1176.35% | 24.72%+1151.6pp | 24.52%+1151.8pp | 220.34%+956.0pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $916 | $5,718-84.0% | $5,098-82.0% | $6,407-85.7% |
| Admin fee / account holder | $428 | $15,207-97.2% | $12,098-96.5% | $12,270-96.5% |