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 | $68,481 | $114,381-40.1% | $107,525-36.3% | $142,382-51.9% |
| Participation rate | 21.4% | 78.1%-56.7pp | 75.1%-53.6pp | 80.1%-58.7pp |
| Annual return | 19.85% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $666 | $4,015-83.4% | $3,754-82.2% | $4,299-84.5% |
| Participant deferral / active EE | $6,118 | $5,564+9.9% | $5,116+19.6% | $6,507-6.0% |
| Admin fee / account holder | $829 | $9,860-91.6% | $8,919-90.7% | $12,624-93.4% |