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 | $89,753-90.4% | $107,525-92.0% | $84,808-89.8% |
| Participation rate | 74.5% | 68.1%+6.4pp | 75.1%-0.6pp | 68.3%+6.2pp |
| Annual return | 25.38% | 29.48%-4.1pp | 181.32%-155.9pp | 40.90%-15.5pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,147 | $4,056-22.4% | $5,116-38.5% | $4,212-25.3% |
| Admin fee / account holder | $341 | $7,222-95.3% | $8,919-96.2% | $7,344-95.4% |