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 | $78,520-94.0% | $96,576-95.2% | $82,448-94.3% |
| Participation rate | 94.9% | 77.7%+17.2pp | 81.4%+13.5pp | 68.1%+26.9pp |
| Annual return | 37.51% | 41.30%-3.8pp | 38.47%-1.0pp | 41.64%-4.1pp |
| Employer contribution / active EE | $1,724 | $2,630-34.5% | $3,553-51.5% | $2,551-32.4% |
| Participant deferral / active EE | $1,907 | $6,754-71.8% | $7,956-76.0% | $4,139-53.9% |
| Admin fee / account holder | $600 | $13,455-95.5% | $11,381-94.7% | $7,234-91.7% |