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 | $11,018 | $60,022-81.6% | $88,946-87.6% | $84,808-87.0% |
| Participation rate | 46.3% | 57.8%-11.5pp | 68.8%-22.5pp | 68.3%-22.0pp |
| Annual return | 0.00% | 22.43%-22.4pp | 57.82%-57.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,267 | $3,114-27.2% | $4,581-50.5% | $4,212-46.2% |
| Admin fee / account holder | $1,803 | $4,811-62.5% | $8,261-78.2% | $7,344-75.5% |