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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,281 | $71,050-89.8% | $93,606-92.2% | $80,856-91.0% |
| Participation rate | 77.1% | 60.4%+16.7pp | 68.7%+8.4pp | 67.6%+9.5pp |
| Annual return | 9.57% | 11.26%-1.7pp | 133.20%-123.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,630 | $4,034-59.6% | $4,411-63.0% | $4,296-62.1% |
| Admin fee / account holder | $467 | $6,945-93.3% | $8,285-94.4% | $6,918-93.3% |