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 | $2,699 | $159,602-98.3% | $150,045-98.2% | $142,382-98.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 29.02% | 70.24%-41.2pp | 62.55%-33.5pp | 217.08%-188.1pp |
| Employer contribution / active EE | $924 | $4,961-81.4% | $4,693-80.3% | $4,299-78.5% |
| Participant deferral / active EE | $1,155 | $8,310-86.1% | $7,997-85.6% | $6,507-82.3% |
| Admin fee / account holder | $464 | $14,846-96.9% | $13,435-96.5% | $12,624-96.3% |