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 | $95,453+28.6% | $112,040+9.5% | $82,448+48.9% |
| Participation rate | 47.4% | 72.8%-25.3pp | 76.5%-29.1pp | 68.1%-20.6pp |
| Annual return | 14.58% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $473 | $2,318-79.6% | $2,954-84.0% | $2,551-81.5% |
| Participant deferral / active EE | $2,584 | $4,224-38.8% | $5,098-49.3% | $4,139-37.6% |
| Admin fee / account holder | $2,556 | $9,013-71.6% | $12,098-78.9% | $7,234-64.7% |