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 | $82,842 | $159,934-48.2% | $147,005-43.6% | $145,959-43.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 542.94% | 98.24%+444.7pp | 418.76%+124.2pp | 561.95%-19.0pp |
| Employer contribution / active EE | $1,000 | $5,287-81.1% | $4,934-79.7% | $4,661-78.5% |
| Participant deferral / active EE | $5,001 | $8,427-40.7% | $8,070-38.0% | $6,689-25.2% |
| Admin fee / account holder | $322 | $15,053-97.9% | $13,006-97.5% | $13,398-97.6% |