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 | $47,479-98.0% | $62,929-98.5% | $82,448-98.9% |
| Participation rate | 70.7% | 66.9%+3.9pp | 73.1%-2.4pp | 68.1%+2.7pp |
| Annual return | -27.95% | 20.34%-48.3pp | 1063.93%-1091.9pp | 41.64%-69.6pp |
| Employer contribution / active EE | $261 | $1,885-86.1% | $2,505-89.6% | $2,551-89.8% |
| Participant deferral / active EE | $1,065 | $2,870-62.9% | $3,888-72.6% | $4,139-74.3% |
| Admin fee / account holder | $389 | $3,804-89.8% | $5,065-92.3% | $7,234-94.6% |