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 | $28,148 | $109,881-74.4% | $150,045-81.2% | $84,808-66.8% |
| Participation rate | 67.2% | 76.1%-8.8pp | 82.3%-15.1pp | 68.3%-1.1pp |
| Annual return | 0.00% | 28.25%-28.2pp | 62.55%-62.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $595 | $3,561-83.3% | $4,693-87.3% | $2,631-77.4% |
| Participant deferral / active EE | $2,671 | $6,636-59.7% | $7,997-66.6% | $4,212-36.6% |
| Admin fee / account holder | $6,863 | $8,568-19.9% | $13,435-48.9% | $7,344-6.6% |