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.)
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 | $29,476 | $46,464-36.6% | $150,298-80.4% | $79,634-63.0% |
| Participation rate | 3.2% | 57.0%-53.8pp | 77.8%-74.6pp | 62.5%-59.3pp |
| Annual return | 4478.15% | 27.89%+4450.3pp | 62.79%+4415.4pp | 36.46%+4441.7pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $134 | $2,157-93.8% | $5,453-97.5% | $3,835-96.5% |
| Admin fee / account holder | $710 | $891-20.3% | $14,116-95.0% | $1,002-29.2% |