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 | $15,579 | $209,336-92.6% | $197,124-92.1% | $137,256-88.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 230.83% | 48.09%+182.7pp | 44.34%+186.5pp | 220.34%+10.5pp |
| Employer contribution / active EE | $635 | $6,591-90.4% | $6,227-89.8% | $4,156-84.7% |
| Participant deferral / active EE | $13,007 | $9,614+35.3% | $9,135+42.4% | $6,407+103.0% |
| Admin fee / account holder | $497 | $17,308-97.1% | $16,298-97.0% | $12,270-96.0% |