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 | $9,584 | $20,316-52.8% | $66,042-85.5% | $74,304-87.1% |
| Participation rate | 19.2% | 62.8%-43.6pp | 67.5%-48.3pp | 60.3%-41.1pp |
| Annual return | 16.73% | 28.10%-11.4pp | 52.11%-35.4pp | 29.43%-12.7pp |
| Employer contribution / active EE | $239 | $745-67.9% | $1,579-84.9% | $2,241-89.3% |
| Participant deferral / active EE | $695 | $1,615-57.0% | $2,835-75.5% | $3,767-81.6% |
| Admin fee / account holder | $2,893 | $1,668+73.4% | $5,747-49.7% | $2,969-2.6% |