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 | $45,745 | $183,519-75.1% | $155,509-70.6% | $145,922-68.7% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 14.57% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $901 | $5,313-83.0% | $4,672-80.7% | $4,660-80.7% |
| Participant deferral / active EE | $3,163 | $6,462-51.1% | $5,626-43.8% | $6,688-52.7% |
| Admin fee / account holder | $2,495 | $19,313-87.1% | $15,912-84.3% | $13,397-81.4% |