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 | $1,991 | $70,756-97.2% | $65,493-97.0% | $142,382-98.6% |
| Participation rate | 95.5% | 77.4%+18.1pp | 73.1%+22.4pp | 80.1%+15.3pp |
| Annual return | 20.08% | 1754.89%-1734.8pp | 982.45%-962.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $332 | $2,881-88.5% | $2,574-87.1% | $4,299-92.3% |
| Participant deferral / active EE | $394 | $4,637-91.5% | $3,961-90.1% | $6,507-93.9% |
| Admin fee / account holder | $511 | $6,559-92.2% | $5,028-89.8% | $12,624-96.0% |