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 | $4,672 | $80,673-94.2% | $101,326-95.4% | $84,808-94.5% |
| Participation rate | 94.9% | 77.8%+17.2pp | 81.5%+13.4pp | 68.3%+26.6pp |
| Annual return | 37.51% | 38.95%-1.4pp | 36.82%+0.7pp | 40.90%-3.4pp |
| Employer contribution / active EE | $1,724 | $2,698-36.1% | $3,665-53.0% | $2,631-34.5% |
| Participant deferral / active EE | $1,907 | $6,840-72.1% | $7,994-76.1% | $4,212-54.7% |
| Admin fee / account holder | $600 | $12,784-95.3% | $11,185-94.6% | $7,344-91.8% |