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 | $11,049 | $54,705-79.8% | $71,209-84.5% | $84,808-87.0% |
| Participation rate | 15.2% | 64.1%-48.9pp | 73.8%-58.6pp | 68.3%-53.1pp |
| Annual return | 194.68% | 35.90%+158.8pp | 282.51%-87.8pp | 40.90%+153.8pp |
| Employer contribution / active EE | $113 | $2,158-94.7% | $2,721-95.8% | $2,631-95.7% |
| Participant deferral / active EE | $697 | $3,030-77.0% | $4,175-83.3% | $4,212-83.4% |
| Admin fee / account holder | $4,208 | $4,863-13.5% | $5,349-21.3% | $7,344-42.7% |