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 | $3,669 | $106,584-96.6% | $101,326-96.4% | $142,382-97.4% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 0.00% | 36.93%-36.9pp | 36.82%-36.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $33 | $3,956-99.2% | $3,665-99.1% | $4,299-99.2% |
| Participant deferral / active EE | $3,646 | $8,297-56.1% | $7,994-54.4% | $6,507-44.0% |
| Admin fee / account holder | $3,940 | $11,446-65.6% | $11,185-64.8% | $12,624-68.8% |