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.
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.)
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 | $1,679 | $74,888-97.8% | $71,209-97.6% | $142,382-98.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 31.91% | 345.14%-313.2pp | 282.51%-250.6pp | 217.08%-185.2pp |
| Employer contribution / active EE | $1,239 | $2,854-56.6% | $2,721-54.5% | $4,299-71.2% |
| Participant deferral / active EE | $155 | $4,454-96.5% | $4,175-96.3% | $6,507-97.6% |
| Admin fee / account holder | $473 | $5,568-91.5% | $5,349-91.2% | $12,624-96.3% |