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 | $189,613-97.7% | $167,512-97.4% | $142,382-97.0% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 25.20% | 2024.68%-1999.5pp | 1615.79%-1590.6pp | 217.08%-191.9pp |
| Employer contribution / active EE | $454 | $4,349-89.6% | $3,882-88.3% | $4,299-89.4% |
| Participant deferral / active EE | $1,483 | $6,981-78.8% | $6,405-76.8% | $6,507-77.2% |
| Admin fee / account holder | $865 | $10,528-91.8% | $9,769-91.1% | $12,624-93.2% |