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 | $23,570 | $99,921-76.4% | $85,009-72.3% | $145,959-83.9% |
| Participation rate | 53.8% | 74.1%-20.2pp | 67.5%-13.7pp | 80.3%-26.4pp |
| Annual return | 28.96% | 83.89%-54.9pp | 66.47%-37.5pp | 561.95%-533.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,440 | $5,293-72.8% | $4,522-68.1% | $6,689-78.5% |
| Admin fee / account holder | $1,169 | $7,252-83.9% | $6,153-81.0% | $13,398-91.3% |