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 | $2,072 | $88,672-97.7% | $105,223-98.0% | $82,448-97.5% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 0.00% | 30.86%-30.9pp | 180.65%-180.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $915 | $3,048-70.0% | $3,689-75.2% | $2,551-64.1% |
| Participant deferral / active EE | $1,251 | $4,036-69.0% | $5,072-75.3% | $4,139-69.8% |
| Admin fee / account holder | $340 | $7,146-95.2% | $8,859-96.2% | $7,234-95.3% |