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 | $54,705-97.1% | $71,209-97.8% | $84,808-98.1% |
| Participation rate | 77.4% | 64.1%+13.3pp | 73.8%+3.6pp | 68.3%+9.0pp |
| Annual return | 16.19% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4 | $2,158-99.8% | $2,721-99.8% | $2,631-99.8% |
| Participant deferral / active EE | $1,278 | $3,030-57.8% | $4,175-69.4% | $4,212-69.7% |
| Admin fee / account holder | $408 | $4,863-91.6% | $5,349-92.4% | $7,344-94.4% |