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 | $4,861 | $189,613-97.4% | $167,512-97.1% | $142,382-96.6% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 35.06% | 2024.68%-1989.6pp | 1615.79%-1580.7pp | 217.08%-182.0pp |
| Employer contribution / active EE | $249 | $4,349-94.3% | $3,882-93.6% | $4,299-94.2% |
| Participant deferral / active EE | $2,388 | $6,981-65.8% | $6,405-62.7% | $6,507-63.3% |
| Admin fee / account holder | $668 | $10,528-93.7% | $9,769-93.2% | $12,624-94.7% |