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 | $67,743 | $114,381-40.8% | $107,525-37.0% | $142,382-52.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 16.77% | 242.71%-225.9pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $255 | $4,015-93.7% | $3,754-93.2% | $4,299-94.1% |
| Participant deferral / active EE | $6,520 | $5,564+17.2% | $5,116+27.5% | $6,507+0.2% |
| Admin fee / account holder | $903 | $9,860-90.8% | $8,919-89.9% | $12,624-92.8% |