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 | $82,157 | $95,453-13.9% | $112,040-26.7% | $82,448-0.4% |
| Participation rate | 52.3% | 72.8%-20.5pp | 76.5%-24.2pp | 68.1%-15.8pp |
| Annual return | 16.32% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,368 | $4,224-43.9% | $5,098-53.6% | $4,139-42.8% |
| Admin fee / account holder | $4,282 | $9,013-52.5% | $12,098-64.6% | $7,234-40.8% |