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 | $49,200 | $109,413-55.0% | $156,263-68.5% | $84,808-42.0% |
| Participation rate | 50.0% | 72.7%-22.7pp | 78.9%-28.9pp | 68.3%-18.3pp |
| Annual return | 13.12% | 20.18%-7.1pp | 59.47%-46.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $360 | $2,907-87.6% | $4,333-91.7% | $2,631-86.3% |
| Participant deferral / active EE | $2,150 | $4,590-53.1% | $6,158-65.1% | $4,212-48.9% |
| Admin fee / account holder | $11,799 | $9,357+26.1% | $14,255-17.2% | $7,344+60.7% |