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.)
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 | $3,402 | $177,572-98.1% | $154,803-97.8% | $142,382-97.6% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 42.06% | 65.07%-23.0pp | 58.88%-16.8pp | 217.08%-175.0pp |
| Employer contribution / active EE | $552 | $4,810-88.5% | $4,305-87.2% | $4,299-87.2% |
| Participant deferral / active EE | $2,111 | $6,272-66.3% | $5,540-61.9% | $6,507-67.6% |
| Admin fee / account holder | $698 | $16,786-95.8% | $14,329-95.1% | $12,624-94.5% |