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 | $2,664 | $172,111-98.5% | $150,298-98.2% | $137,256-98.1% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 39.45% | 69.37%-29.9pp | 62.79%-23.3pp | 220.34%-180.9pp |
| Employer contribution / active EE | $1,097 | $4,636-76.3% | $4,154-73.6% | $4,156-73.6% |
| Participant deferral / active EE | $1,150 | $6,166-81.3% | $5,453-78.9% | $6,407-82.0% |
| Admin fee / account holder | $1,358 | $16,471-91.8% | $14,116-90.4% | $12,270-88.9% |