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 | $68,097-97.1% | $62,929-96.8% | $137,256-98.5% |
| Participation rate | 95.5% | 77.4%+18.0pp | 73.1%+22.3pp | 80.0%+15.5pp |
| Annual return | 20.08% | 1859.11%-1839.0pp | 1063.93%-1043.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $332 | $2,811-88.2% | $2,505-86.8% | $4,156-92.0% |
| Participant deferral / active EE | $394 | $4,553-91.3% | $3,888-89.9% | $6,407-93.9% |
| Admin fee / account holder | $511 | $6,521-92.2% | $5,065-89.9% | $12,270-95.8% |