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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $115,595 | $163,101-29.1% | $136,749-15.5% | $142,382-18.8% |
| Participation rate | 28.6% | 78.2%-49.7pp | 72.1%-43.6pp | 80.1%-51.5pp |
| Annual return | 8.96% | 27.54%-18.6pp | 24.33%-15.4pp | 217.08%-208.1pp |
| Employer contribution / active EE | $589 | $4,117-85.7% | $3,400-82.7% | $4,299-86.3% |
| Participant deferral / active EE | $4,447 | $5,585-20.4% | $4,692-5.2% | $6,507-31.7% |
| Admin fee / account holder | $63,823 | $14,318+345.7% | $11,386+460.5% | $12,624+405.6% |