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 | $37,578 | $109,881-65.8% | $150,045-75.0% | $84,808-55.7% |
| Participation rate | 52.8% | 76.1%-23.3pp | 82.3%-29.5pp | 68.3%-15.5pp |
| Annual return | 18.40% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,724 | $6,636+46.5% | $7,997+21.6% | $4,212+130.9% |
| Admin fee / account holder | $6,641 | $8,568-22.5% | $13,435-50.6% | $7,344-9.6% |