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 | $15,081 | $64,480-76.6% | $81,382-81.5% | $80,856-81.3% |
| Participation rate | 17.5% | 63.9%-46.4pp | 69.5%-52.0pp | 67.6%-50.1pp |
| Annual return | 697.36% | 16.34%+681.0pp | 24.73%+672.6pp | 35.59%+661.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $692 | $3,094-77.6% | $3,883-82.2% | $4,296-83.9% |
| Admin fee / account holder | $1,417 | $5,671-75.0% | $5,768-75.4% | $6,918-79.5% |