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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,743 | $80,717-95.4% | $154,803-97.6% | $84,808-95.6% |
| Participation rate | 43.4% | 66.8%-23.4pp | 78.1%-34.7pp | 68.3%-24.9pp |
| Annual return | 1743.76% | 37.96%+1705.8pp | 58.88%+1684.9pp | 40.90%+1702.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $403 | $3,303-87.8% | $5,540-92.7% | $4,212-90.4% |
| Admin fee / account holder | $314 | $6,746-95.3% | $14,329-97.8% | $7,344-95.7% |