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 | $14,286 | $29,548-51.7% | $56,411-74.7% | $77,643-81.6% |
| Participation rate | 10.0% | 32.7%-22.7pp | 52.5%-42.5pp | 70.6%-60.6pp |
| Annual return | 22.36% | 19.01%+3.3pp | 1701.33%-1679.0pp | 31.24%-8.9pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $202 | $1,061-81.0% | $1,952-89.7% | $4,647-95.7% |
| Admin fee / account holder | $1,158 | $1,046+10.7% | $2,829-59.1% | $430+169.1% |