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 | $10,233 | $117,983-91.3% | $101,794-89.9% | $142,382-92.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.28% | 36.92%-14.6pp | 30.53%-8.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $907 | $2,773-67.3% | $2,289-60.4% | $4,299-78.9% |
| Participant deferral / active EE | $1,030 | $4,714-78.2% | $4,084-74.8% | $6,507-84.2% |
| Admin fee / account holder | $346 | $10,433-96.7% | $8,777-96.1% | $12,624-97.3% |