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 | $249,929 | $97,125+157.3% | $86,233+189.8% | $137,256+82.1% |
| Participation rate | 9.5% | 74.2%-64.7pp | 69.0%-59.5pp | 80.0%-70.4pp |
| Annual return | 161.88% | 74.19%+87.7pp | 61.39%+100.5pp | 220.34%-58.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $236 | $5,180-95.4% | $4,559-94.8% | $6,407-96.3% |
| Admin fee / account holder | $556 | $9,725-94.3% | $8,342-93.3% | $12,270-95.5% |