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 | $13,286 | $100,970-86.8% | $96,576-86.2% | $137,256-90.3% |
| Participation rate | 57.1% | 82.6%-25.5pp | 81.4%-24.3pp | 80.0%-22.8pp |
| Annual return | 256.60% | 38.16%+218.4pp | 38.47%+218.1pp | 220.34%+36.3pp |
| Employer contribution / active EE | $810 | $3,809-78.7% | $3,553-77.2% | $4,156-80.5% |
| Participant deferral / active EE | $1,495 | $8,286-82.0% | $7,956-81.2% | $6,407-76.7% |
| Admin fee / account holder | $1,238 | $11,312-89.1% | $11,381-89.1% | $12,270-89.9% |