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 | $51,600 | $165,584-68.8% | $142,942-63.9% | $137,256-62.4% |
| Participation rate | 42.1% | 80.1%-38.0pp | 76.8%-34.7pp | 80.0%-37.9pp |
| Annual return | 12.02% | 164.22%-152.2pp | 113.70%-101.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $415 | $4,725-91.2% | $4,139-90.0% | $4,156-90.0% |
| Participant deferral / active EE | $2,726 | $8,194-66.7% | $7,128-61.8% | $6,407-57.4% |
| Admin fee / account holder | $6,956 | $16,167-57.0% | $12,475-44.2% | $12,270-43.3% |