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 | $57,590-80.9% | $86,233-87.2% | $82,448-86.6% |
| Participation rate | 46.3% | 57.9%-11.5pp | 69.0%-22.7pp | 68.1%-21.7pp |
| Annual return | 0.00% | 22.41%-22.4pp | 61.39%-61.4pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,267 | $3,080-26.4% | $4,559-50.3% | $4,139-45.2% |
| Admin fee / account holder | $1,803 | $4,730-61.9% | $8,342-78.4% | $7,234-75.1% |