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 | $10,894 | $172,111-93.7% | $150,298-92.8% | $137,256-92.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -54.47% | 69.37%-123.8pp | 62.79%-117.3pp | 220.34%-274.8pp |
| Employer contribution / active EE | $748 | $4,636-83.9% | $4,154-82.0% | $4,156-82.0% |
| Participant deferral / active EE | $12,488 | $6,166+102.5% | $5,453+129.0% | $6,407+94.9% |
| Admin fee / account holder | $4,480 | $16,471-72.8% | $14,116-68.3% | $12,270-63.5% |