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 | $4,565 | $101,618-95.5% | $93,063-95.1% | $137,256-96.7% |
| Participation rate | 18.2% | 74.9%-56.8pp | 72.1%-53.9pp | 80.0%-61.8pp |
| Annual return | 36.15% | 223.95%-187.8pp | 34.15%+2.0pp | 220.34%-184.2pp |
| Employer contribution / active EE | $341 | $2,707-87.4% | $2,476-86.2% | $4,156-91.8% |
| Participant deferral / active EE | $373 | $4,279-91.3% | $3,958-90.6% | $6,407-94.2% |
| Admin fee / account holder | $317 | $6,198-94.9% | $6,033-94.8% | $12,270-97.4% |