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 | $106,584-87.5% | $101,326-86.9% | $142,382-90.7% |
| Participation rate | 57.1% | 82.7%-25.5pp | 81.5%-24.4pp | 80.1%-23.0pp |
| Annual return | 256.60% | 36.93%+219.7pp | 36.82%+219.8pp | 217.08%+39.5pp |
| Employer contribution / active EE | $810 | $3,956-79.5% | $3,665-77.9% | $4,299-81.2% |
| Participant deferral / active EE | $1,495 | $8,297-82.0% | $7,994-81.3% | $6,507-77.0% |
| Admin fee / account holder | $1,238 | $11,446-89.2% | $11,185-88.9% | $12,624-90.2% |