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 | $68,719-62.2% | $91,541-71.6% | $84,808-69.4% |
| Participation rate | 6.2% | 64.5%-58.3pp | 69.8%-63.6pp | 68.3%-62.1pp |
| Annual return | 17.56% | 19.12%-1.6pp | 20.50%-2.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $266 | $3,136-91.5% | $4,008-93.4% | $4,212-93.7% |
| Admin fee / account holder | $3,324 | $5,786-42.6% | $6,956-52.2% | $7,344-54.7% |