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 | $50,982-42.2% | $154,803-81.0% | $85,563-65.6% |
| Participation rate | 3.2% | 59.8%-56.6pp | 78.1%-74.9pp | 66.0%-62.8pp |
| Annual return | 4478.15% | 30.35%+4447.8pp | 58.88%+4419.3pp | 31.51%+4446.6pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $134 | $2,474-94.6% | $5,540-97.6% | $4,375-96.9% |
| Admin fee / account holder | $710 | $846-16.1% | $14,329-95.0% | $834-14.9% |