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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,497 | $94,338-97.4% | $100,534-97.5% | $142,382-98.2% |
| Participation rate | 72.7% | 81.7%-9.0pp | 80.6%-7.9pp | 80.1%-7.4pp |
| Annual return | 36.19% | 29.20%+7.0pp | 32.66%+3.5pp | 217.08%-180.9pp |
| Employer contribution / active EE | $986 | $4,237-76.7% | $4,346-77.3% | $4,299-77.1% |
| Participant deferral / active EE | $1,446 | $5,934-75.6% | $6,144-76.5% | $6,507-77.8% |
| Admin fee / account holder | $813 | $8,421-90.3% | $7,654-89.4% | $12,624-93.6% |