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 | $4,636 | $58,627-92.1% | $76,735-94.0% | $82,448-94.4% |
| Participation rate | 80.5% | 63.2%+17.3pp | 69.5%+11.0pp | 68.1%+12.4pp |
| Annual return | 24.18% | 39.10%-14.9pp | 29.77%-5.6pp | 41.64%-17.5pp |
| Employer contribution / active EE | $806 | $1,729-53.4% | $2,454-67.1% | $2,551-68.4% |
| Participant deferral / active EE | $1,020 | $3,134-67.4% | $4,088-75.0% | $4,139-75.3% |
| Admin fee / account holder | $349 | $5,323-93.4% | $7,189-95.1% | $7,234-95.2% |