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 | $122,733 | $95,803+28.1% | $113,168+8.5% | $84,808+44.7% |
| Participation rate | 47.4% | 72.9%-25.4pp | 76.6%-29.1pp | 68.3%-20.9pp |
| Annual return | 14.58% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $473 | $2,360-79.9% | $2,975-84.1% | $2,631-82.0% |
| Participant deferral / active EE | $2,584 | $4,242-39.1% | $5,107-49.4% | $4,212-38.7% |
| Admin fee / account holder | $2,556 | $8,989-71.6% | $12,068-78.8% | $7,344-65.2% |