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 | $60,892-92.4% | $82,389-94.4% | $84,808-94.5% |
| Participation rate | 80.5% | 63.3%+17.2pp | 69.5%+10.9pp | 68.3%+12.2pp |
| Annual return | 24.18% | 37.29%-13.1pp | 28.67%-4.5pp | 40.90%-16.7pp |
| Employer contribution / active EE | $806 | $1,779-54.7% | $2,517-68.0% | $2,631-69.4% |
| Participant deferral / active EE | $1,020 | $3,179-67.9% | $4,155-75.4% | $4,212-75.8% |
| Admin fee / account holder | $349 | $5,467-93.6% | $7,231-95.2% | $7,344-95.2% |