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 | $2,587 | $74,927-96.5% | $101,794-97.5% | $84,808-96.9% |
| Participation rate | 73.3% | 61.4%+11.9pp | 69.2%+4.1pp | 68.3%+5.0pp |
| Annual return | 81.85% | 18.70%+63.1pp | 30.53%+51.3pp | 40.90%+40.9pp |
| Employer contribution / active EE | $812 | $1,522-46.7% | $2,289-64.5% | $2,631-69.2% |
| Participant deferral / active EE | $1,143 | $3,099-63.1% | $4,084-72.0% | $4,212-72.9% |
| Admin fee / account holder | $477 | $6,514-92.7% | $8,777-94.6% | $7,344-93.5% |