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 | $2,079 | $74,888-97.2% | $71,209-97.1% | $142,382-98.5% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 33.26% | 345.14%-311.9pp | 282.51%-249.3pp | 217.08%-183.8pp |
| Employer contribution / active EE | $426 | $2,854-85.1% | $2,721-84.3% | $4,299-90.1% |
| Participant deferral / active EE | $443 | $4,454-90.0% | $4,175-89.4% | $6,507-93.2% |
| Admin fee / account holder | $838 | $5,568-84.9% | $5,349-84.3% | $12,624-93.4% |