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 | $109,881+28.8% | $150,045-5.7% | $84,808+66.9% |
| Participation rate | 20.0% | 76.1%-56.1pp | 82.3%-62.3pp | 68.3%-48.3pp |
| Annual return | 15.74% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,075 | $3,561-69.8% | $4,693-77.1% | $2,631-59.1% |
| Participant deferral / active EE | $1,881 | $6,636-71.7% | $7,997-76.5% | $4,212-55.3% |
| Admin fee / account holder | $6,138 | $8,568-28.4% | $13,435-54.3% | $7,344-16.4% |