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 | $2,879 | $64,839-95.6% | $95,585-97.0% | $84,808-96.6% |
| Participation rate | 70.7% | 63.8%+6.9pp | 72.1%-1.3pp | 68.3%+2.4pp |
| Annual return | 4052.87% | -670.96%+4723.8pp | 38.56%+4014.3pp | 40.90%+4012.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $157 | $2,965-94.7% | $4,023-96.1% | $4,212-96.3% |
| Admin fee / account holder | $711 | $5,964-88.1% | $6,127-88.4% | $7,344-90.3% |