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.)
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 | $12,843 | $179,726-92.9% | $156,263-91.8% | $142,382-91.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 0.00% | 77.86%-77.9pp | 59.47%-59.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $480 | $5,069-90.5% | $4,333-88.9% | $4,299-88.8% |
| Participant deferral / active EE | $12,000 | $6,956+72.5% | $6,158+94.9% | $6,507+84.4% |
| Admin fee / account holder | $384 | $17,272-97.8% | $14,255-97.3% | $12,624-97.0% |