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 | $6,764 | $114,381-94.1% | $107,525-93.7% | $142,382-95.2% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 23.48% | 242.71%-219.2pp | 181.32%-157.8pp | 217.08%-193.6pp |
| Employer contribution / active EE | $827 | $4,015-79.4% | $3,754-78.0% | $4,299-80.8% |
| Participant deferral / active EE | $1,163 | $5,564-79.1% | $5,116-77.3% | $6,507-82.1% |
| Admin fee / account holder | $473 | $9,860-95.2% | $8,919-94.7% | $12,624-96.3% |