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.)
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 | $6,681 | $81,460-91.8% | $103,333-93.5% | $80,856-91.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -117.22% | 25.55%-142.8pp | 24.88%-142.1pp | 35.59%-152.8pp |
| Employer contribution / active EE | $11,053 | $3,105+255.9% | $3,868+185.8% | $2,755+301.2% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,876 | $6,566-25.7% | $8,355-41.6% | $6,918-29.5% |