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.)
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 | $8,568 | $54,517-84.3% | $75,972-88.7% | $74,495-88.5% |
| Participation rate | 28.0% | 60.3%-32.4pp | 69.1%-41.1pp | 67.2%-39.2pp |
| Annual return | 65.44% | 31.82%+33.6pp | 359.55%-294.1pp | 1364.94%-1299.5pp |
| Employer contribution / active EE | $511 | $1,777-71.3% | $2,685-81.0% | $2,623-80.5% |
| Participant deferral / active EE | $940 | $3,066-69.4% | $4,255-77.9% | $4,346-78.4% |
| Admin fee / account holder | $2,226 | $2,229-0.1% | $6,467-65.6% | $1,942+14.6% |