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 | $9,411 | $54,705-82.8% | $71,209-86.8% | $84,808-88.9% |
| Participation rate | 2.3% | 64.1%-61.7pp | 73.8%-71.4pp | 68.3%-66.0pp |
| Annual return | 32.95% | 35.90%-2.9pp | 282.51%-249.6pp | 40.90%-7.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $277 | $3,030-90.9% | $4,175-93.4% | $4,212-93.4% |
| Admin fee / account holder | $1,607 | $4,863-67.0% | $5,349-70.0% | $7,344-78.1% |