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 | $3,659 | $74,888-95.1% | $71,209-94.9% | $142,382-97.4% |
| Participation rate | 61.5% | 76.2%-14.7pp | 73.8%-12.2pp | 80.1%-18.6pp |
| Annual return | 8863.56% | 345.14%+8518.4pp | 282.51%+8581.0pp | 217.08%+8646.5pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $442 | $4,454-90.1% | $4,175-89.4% | $6,507-93.2% |
| Admin fee / account holder | $733 | $5,568-86.8% | $5,349-86.3% | $12,624-94.2% |