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 | $4,807 | $51,638-90.7% | $68,368-93.0% | $82,448-94.2% |
| Participation rate | 14.5% | 63.6%-49.1pp | 73.8%-59.3pp | 68.1%-53.6pp |
| Annual return | 31.57% | 37.53%-6.0pp | 292.57%-261.0pp | 41.64%-10.1pp |
| Employer contribution / active EE | $282 | $2,047-86.2% | $2,649-89.4% | $2,551-89.0% |
| Participant deferral / active EE | $376 | $2,914-87.1% | $4,123-90.9% | $4,139-90.9% |
| Admin fee / account holder | $981 | $4,643-78.9% | $5,150-80.9% | $7,234-86.4% |