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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,846 | $109,881-87.4% | $150,045-90.8% | $84,808-83.7% |
| Participation rate | 76.7% | 76.1%+0.6pp | 82.3%-5.7pp | 68.3%+8.4pp |
| Annual return | 1.96% | 28.25%-26.3pp | 62.55%-60.6pp | 40.90%-38.9pp |
| Employer contribution / active EE | $2,971 | $3,561-16.6% | $4,693-36.7% | $2,631+12.9% |
| Participant deferral / active EE | $2,285 | $6,636-65.6% | $7,997-71.4% | $4,212-45.8% |
| Admin fee / account holder | $1,990 | $8,568-76.8% | $13,435-85.2% | $7,344-72.9% |