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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,835 | $99,921-66.1% | $85,009-60.2% | $145,959-76.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 7.77% | 83.89%-76.1pp | 66.47%-58.7pp | 561.95%-554.2pp |
| Employer contribution / active EE | $380 | $3,233-88.3% | $2,728-86.1% | $4,661-91.9% |
| Participant deferral / active EE | $980 | $5,293-81.5% | $4,522-78.3% | $6,689-85.3% |
| Admin fee / account holder | $1,034 | $7,252-85.7% | $6,153-83.2% | $13,398-92.3% |