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 | $3,304 | $101,763-96.8% | $164,866-98.0% | $80,874-95.9% |
| Participation rate | 67.2% | 71.8%-4.6pp | 78.6%-11.4pp | 67.6%-0.4pp |
| Annual return | 37.50% | 16.73%+20.8pp | 69.97%-32.5pp | 35.62%+1.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,826 | $4,477-59.2% | $6,033-69.7% | $4,297-57.5% |
| Admin fee / account holder | $965 | $8,228-88.3% | $12,689-92.4% | $6,935-86.1% |