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 | $5,085 | $94,625-94.6% | $116,228-95.6% | $84,808-94.0% |
| Participation rate | 96.0% | 70.4%+25.6pp | 74.6%+21.4pp | 68.3%+27.7pp |
| Annual return | 17.83% | 20.40%-2.6pp | 90.06%-72.2pp | 40.90%-23.1pp |
| Employer contribution / active EE | $919 | $2,347-60.8% | $2,994-69.3% | $2,631-65.1% |
| Participant deferral / active EE | $1,371 | $3,972-65.5% | $4,953-72.3% | $4,212-67.4% |
| Admin fee / account holder | $994 | $10,091-90.1% | $11,989-91.7% | $7,344-86.5% |