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 | $25,968 | $67,894-61.8% | $89,340-70.9% | $82,448-68.5% |
| Participation rate | 6.2% | 64.0%-57.9pp | 69.6%-63.4pp | 68.1%-61.9pp |
| Annual return | 17.56% | 19.21%-1.6pp | 20.57%-3.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $266 | $3,072-91.4% | $3,823-93.0% | $4,139-93.6% |
| Admin fee / account holder | $3,324 | $5,723-41.9% | $6,704-50.4% | $7,234-54.1% |