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 | $209,336-95.2% | $197,124-94.9% | $137,256-92.7% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | -23.53% | 48.09%-71.6pp | 44.34%-67.9pp | 220.34%-243.9pp |
| Employer contribution / active EE | $1,026 | $6,591-84.4% | $6,227-83.5% | $4,156-75.3% |
| Participant deferral / active EE | $4,059 | $9,614-57.8% | $9,135-55.6% | $6,407-36.6% |
| Admin fee / account holder | $2,691 | $17,308-84.5% | $16,298-83.5% | $12,270-78.1% |