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 | $8,616 | $88,672-90.3% | $105,223-91.8% | $82,448-89.5% |
| Participation rate | 74.5% | 67.9%+6.6pp | 75.0%-0.5pp | 68.1%+6.4pp |
| Annual return | 25.38% | 30.86%-5.5pp | 180.65%-155.3pp | 41.64%-16.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,147 | $4,036-22.0% | $5,072-37.9% | $4,139-24.0% |
| Admin fee / account holder | $341 | $7,146-95.2% | $8,859-96.2% | $7,234-95.3% |