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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,224 | $49,915-85.5% | $154,803-95.3% | $74,304-90.3% |
| Participation rate | 30.1% | 54.0%-23.8pp | 78.1%-47.9pp | 60.3%-30.2pp |
| Annual return | 42.26% | 34.06%+8.2pp | 58.88%-16.6pp | 29.43%+12.8pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,434 | $2,255-36.4% | $5,540-74.1% | $3,767-61.9% |
| Admin fee / account holder | $741 | $2,189-66.2% | $14,329-94.8% | $2,969-75.1% |