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 | $5,039 | $127,065-96.0% | $113,168-95.5% | $142,382-96.5% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 37.33% | 24.03%+13.3pp | 24.27%+13.1pp | 217.08%-179.7pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,604 | $5,716-71.9% | $5,107-68.6% | $6,507-75.3% |
| Admin fee / account holder | $472 | $15,736-97.0% | $12,068-96.1% | $12,624-96.3% |