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 | $1,578 | $51,638-96.9% | $68,368-97.7% | $82,448-98.1% |
| Participation rate | 77.4% | 63.6%+13.7pp | 73.8%+3.6pp | 68.1%+9.3pp |
| Annual return | 16.19% | 37.53%-21.3pp | 292.57%-276.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $4 | $2,047-99.8% | $2,649-99.8% | $2,551-99.8% |
| Participant deferral / active EE | $1,278 | $2,914-56.1% | $4,123-69.0% | $4,139-69.1% |
| Admin fee / account holder | $408 | $4,643-91.2% | $5,150-92.1% | $7,234-94.4% |