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 | $3,509 | $111,724-96.9% | $93,606-96.3% | $145,922-97.6% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 32.01% | 202.98%-171.0pp | 133.20%-101.2pp | 561.29%-529.3pp |
| Employer contribution / active EE | $1,095 | $3,090-64.6% | $2,420-54.8% | $4,660-76.5% |
| Participant deferral / active EE | $1,174 | $4,912-76.1% | $4,411-73.4% | $6,688-82.4% |
| Admin fee / account holder | $380 | $10,250-96.3% | $8,285-95.4% | $13,397-97.2% |