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 | $124,425-68.8% | $112,040-65.4% | $137,256-71.8% |
| Participation rate | 40.9% | 79.3%-38.4pp | 76.5%-35.6pp | 80.0%-39.1pp |
| Annual return | 13.67% | 24.72%-11.1pp | 24.52%-10.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $673 | $3,411-80.3% | $2,954-77.2% | $4,156-83.8% |
| Participant deferral / active EE | $2,977 | $5,718-47.9% | $5,098-41.6% | $6,407-53.5% |
| Admin fee / account holder | $722 | $15,207-95.3% | $12,098-94.0% | $12,270-94.1% |