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 | $3,691 | $95,266-96.1% | $82,389-95.5% | $142,382-97.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.22% | 25.74%-6.5pp | 28.67%-9.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $838 | $2,991-72.0% | $2,517-66.7% | $4,299-80.5% |
| Participant deferral / active EE | $986 | $4,809-79.5% | $4,155-76.3% | $6,507-84.9% |
| Admin fee / account holder | $1,827 | $8,563-78.7% | $7,231-74.7% | $12,624-85.5% |