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 | $28,183 | $163,101-82.7% | $136,749-79.4% | $142,382-80.2% |
| Participation rate | 28.6% | 78.2%-49.7pp | 72.1%-43.6pp | 80.1%-51.5pp |
| Annual return | 455.80% | 27.54%+428.3pp | 24.33%+431.5pp | 217.08%+238.7pp |
| Employer contribution / active EE | $346 | $4,117-91.6% | $3,400-89.8% | $4,299-91.9% |
| Participant deferral / active EE | $7,008 | $5,585+25.5% | $4,692+49.4% | $6,507+7.7% |
| Admin fee / account holder | $574 | $14,318-96.0% | $11,386-95.0% | $12,624-95.5% |