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 | $4,305 | $180,749-97.6% | $160,784-97.3% | $137,256-96.9% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.0%+0.8pp | 80.0%-2.2pp |
| Annual return | 25.20% | 2234.46%-2209.3pp | 1803.92%-1778.7pp | 220.34%-195.1pp |
| Employer contribution / active EE | $454 | $4,155-89.1% | $3,733-87.8% | $4,156-89.1% |
| Participant deferral / active EE | $1,483 | $6,844-78.3% | $6,293-76.4% | $6,407-76.8% |
| Admin fee / account holder | $865 | $10,397-91.7% | $9,717-91.1% | $12,270-93.0% |