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 | $19,116 | $118,427-83.9% | $66,042-71.1% | $142,382-86.6% |
| Participation rate | 42.9% | 68.1%-25.3pp | 67.5%-24.6pp | 80.1%-37.3pp |
| Annual return | 13.42% | 35.57%-22.2pp | 52.11%-38.7pp | 217.08%-203.7pp |
| Employer contribution / active EE | $78 | $2,570-97.0% | $1,579-95.1% | $4,299-98.2% |
| Participant deferral / active EE | $204 | $4,311-95.3% | $2,835-92.8% | $6,507-96.9% |
| Admin fee / account holder | $472 | $9,593-95.1% | $5,747-91.8% | $12,624-96.3% |