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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,163 | $47,105-93.3% | $68,368-95.4% | $67,986-95.3% |
| Participation rate | 59.2% | 51.8%+7.4pp | 73.8%-14.5pp | 57.2%+2.0pp |
| Annual return | 52.02% | 48.37%+3.6pp | 292.57%-240.6pp | 31.67%+20.4pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,367 | $2,374-42.4% | $4,123-66.8% | $3,358-59.3% |
| Admin fee / account holder | $564 | $2,435-76.8% | $5,150-89.0% | $3,203-82.4% |