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 | $11,372 | $214,378-94.7% | $200,582-94.3% | $142,382-92.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 79.30% | 46.41%+32.9pp | 42.33%+37.0pp | 217.08%-137.8pp |
| Employer contribution / active EE | $2,559 | $6,841-62.6% | $6,419-60.1% | $4,299-40.5% |
| Participant deferral / active EE | $2,583 | $9,865-73.8% | $9,331-72.3% | $6,507-60.3% |
| Admin fee / account holder | $834 | $17,692-95.3% | $16,305-94.9% | $12,624-93.4% |