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 | $141,565 | $106,749+32.6% | $145,433-2.7% | $82,448+71.7% |
| Participation rate | 20.0% | 75.6%-55.6pp | 82.1%-62.1pp | 68.1%-48.1pp |
| Annual return | 15.74% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,075 | $3,444-68.8% | $4,554-76.4% | $2,551-57.8% |
| Participant deferral / active EE | $1,881 | $6,519-71.1% | $7,897-76.2% | $4,139-54.6% |
| Admin fee / account holder | $6,138 | $8,390-26.8% | $13,129-53.2% | $7,234-15.2% |