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 | $2,431 | $63,703-96.2% | $93,063-97.4% | $82,448-97.1% |
| Participation rate | 85.3% | 63.8%+21.5pp | 72.1%+13.2pp | 68.1%+17.2pp |
| Annual return | 20.06% | -775.43%+795.5pp | 34.15%-14.1pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,267 | $2,919-56.6% | $3,958-68.0% | $4,139-69.4% |
| Admin fee / account holder | $507 | $5,982-91.5% | $6,033-91.6% | $7,234-93.0% |