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 | $154,228-98.2% | $145,433-98.1% | $137,256-98.0% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 29.02% | 74.59%-45.6pp | 66.58%-37.6pp | 220.34%-191.3pp |
| Employer contribution / active EE | $924 | $4,804-80.8% | $4,554-79.7% | $4,156-77.8% |
| Participant deferral / active EE | $1,155 | $8,216-85.9% | $7,897-85.4% | $6,407-82.0% |
| Admin fee / account holder | $464 | $14,344-96.8% | $13,129-96.5% | $12,270-96.2% |