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 | $5,839 | $159,602-96.3% | $150,045-96.1% | $142,382-95.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 47.57% | 70.24%-22.7pp | 62.55%-15.0pp | 217.08%-169.5pp |
| Employer contribution / active EE | $1,602 | $4,961-67.7% | $4,693-65.9% | $4,299-62.7% |
| Participant deferral / active EE | $2,183 | $8,310-73.7% | $7,997-72.7% | $6,507-66.5% |
| Admin fee / account holder | $919 | $14,846-93.8% | $13,435-93.2% | $12,624-92.7% |