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 | $7,153 | $109,881-93.5% | $150,045-95.2% | $84,808-91.6% |
| Participation rate | 92.7% | 76.1%+16.6pp | 82.3%+10.4pp | 68.3%+24.4pp |
| Annual return | 24.40% | 28.25%-3.8pp | 62.55%-38.1pp | 40.90%-16.5pp |
| Employer contribution / active EE | $1,425 | $3,561-60.0% | $4,693-69.6% | $2,631-45.8% |
| Participant deferral / active EE | $2,085 | $6,636-68.6% | $7,997-73.9% | $4,212-50.5% |
| Admin fee / account holder | $520 | $8,568-93.9% | $13,435-96.1% | $7,344-92.9% |