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 | $49,637 | $65,246-23.9% | $98,716-49.7% | $67,986-27.0% |
| Participation rate | 12.6% | 51.4%-38.8pp | 69.3%-56.7pp | 57.2%-44.6pp |
| Annual return | 16.69% | 20.58%-3.9pp | 31.81%-15.1pp | 31.67%-15.0pp |
| Employer contribution / active EE | $342 | $1,042-67.2% | $2,279-85.0% | $2,019-83.1% |
| Participant deferral / active EE | $909 | $2,594-65.0% | $4,048-77.5% | $3,358-72.9% |
| Admin fee / account holder | $3,755 | $4,561-17.7% | $8,703-56.9% | $3,203+17.2% |