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.)
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 | $38,762 | $127,065-69.5% | $113,168-65.7% | $142,382-72.8% |
| Participation rate | 40.9% | 79.2%-38.3pp | 76.6%-35.7pp | 80.1%-39.2pp |
| Annual return | 13.67% | 24.03%-10.4pp | 24.27%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $673 | $3,442-80.4% | $2,975-77.4% | $4,299-84.3% |
| Participant deferral / active EE | $2,977 | $5,716-47.9% | $5,107-41.7% | $6,507-54.2% |
| Admin fee / account holder | $722 | $15,736-95.4% | $12,068-94.0% | $12,624-94.3% |