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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $935 | $48,795-98.1% | $65,493-98.6% | $84,808-98.9% |
| Participation rate | 70.7% | 67.0%+3.8pp | 73.1%-2.4pp | 68.3%+2.4pp |
| Annual return | -27.95% | 20.20%-48.2pp | 982.45%-1010.4pp | 40.90%-68.9pp |
| Employer contribution / active EE | $261 | $1,930-86.5% | $2,574-89.9% | $2,631-90.1% |
| Participant deferral / active EE | $1,065 | $2,928-63.6% | $3,961-73.1% | $4,212-74.7% |
| Admin fee / account holder | $389 | $3,877-90.0% | $5,028-92.3% | $7,344-94.7% |