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 | $4,227 | $86,929-95.1% | $102,423-95.9% | $80,856-94.8% |
| Participation rate | 74.1% | 72.4%+1.7pp | 76.5%-2.4pp | 67.6%+6.4pp |
| Annual return | 13.31% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $913 | $2,369-61.5% | $3,023-69.8% | $2,755-66.9% |
| Participant deferral / active EE | $1,089 | $4,118-73.6% | $5,053-78.4% | $4,296-74.6% |
| Admin fee / account holder | $562 | $8,049-93.0% | $9,451-94.1% | $6,918-91.9% |