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 | $54,745 | $159,602-65.7% | $150,045-63.5% | $142,382-61.6% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.3%-17.6pp | 80.1%-15.4pp |
| Annual return | 0.00% | 70.24%-70.2pp | 62.55%-62.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,043 | $4,961-79.0% | $4,693-77.8% | $4,299-75.7% |
| Participant deferral / active EE | $1,495 | $8,310-82.0% | $7,997-81.3% | $6,507-77.0% |
| Admin fee / account holder | $2,963 | $14,846-80.0% | $13,435-77.9% | $12,624-76.5% |