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 | $106,258 | $149,040-28.7% | $120,225-11.6% | $137,256-22.6% |
| Participation rate | 8.3% | 75.4%-67.1pp | 69.6%-61.2pp | 80.0%-71.6pp |
| Annual return | 17.23% | 605.68%-588.5pp | 439.23%-422.0pp | 220.34%-203.1pp |
| Employer contribution / active EE | $240 | $4,350-94.5% | $3,475-93.1% | $4,156-94.2% |
| Participant deferral / active EE | $300 | $4,655-93.6% | $3,999-92.5% | $6,407-95.3% |
| Admin fee / account holder | $418 | $6,348-93.4% | $5,696-92.7% | $12,270-96.6% |