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 | $16,539 | $85,202-80.6% | $172,739-90.4% | $72,985-77.3% |
| Participation rate | 38.3% | 70.1%-31.8pp | 82.6%-44.3pp | 69.5%-31.2pp |
| Annual return | 23.61% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $709 | $3,260-78.3% | $5,198-86.4% | $3,607-80.4% |
| Admin fee / account holder | $963 | $5,884-83.6% | $13,954-93.1% | $5,124-81.2% |