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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,316 | $95,803+21.4% | $113,168+2.8% | $84,808+37.2% |
| Participation rate | 45.5% | 72.9%-27.4pp | 76.6%-31.1pp | 68.3%-22.9pp |
| Annual return | 9.65% | 25.00%-15.4pp | 24.27%-14.6pp | 40.90%-31.2pp |
| Employer contribution / active EE | $1,153 | $2,360-51.1% | $2,975-61.2% | $2,631-56.2% |
| Participant deferral / active EE | $1,951 | $4,242-54.0% | $5,107-61.8% | $4,212-53.7% |
| Admin fee / account holder | $54,246 | $8,989+503.5% | $12,068+349.5% | $7,344+638.7% |