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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,024 | $214,378-95.3% | $200,582-95.0% | $142,382-93.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | -23.53% | 46.41%-69.9pp | 42.33%-65.9pp | 217.08%-240.6pp |
| Employer contribution / active EE | $1,026 | $6,841-85.0% | $6,419-84.0% | $4,299-76.1% |
| Participant deferral / active EE | $4,059 | $9,865-58.9% | $9,331-56.5% | $6,507-37.6% |
| Admin fee / account holder | $2,691 | $17,692-84.8% | $16,305-83.5% | $12,624-78.7% |