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 | $63,703-95.5% | $93,063-96.9% | $82,448-96.5% |
| Participation rate | 70.7% | 63.8%+6.9pp | 72.1%-1.4pp | 68.1%+2.7pp |
| Annual return | 4052.87% | -775.43%+4828.3pp | 34.15%+4018.7pp | 41.64%+4011.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $157 | $2,919-94.6% | $3,958-96.0% | $4,139-96.2% |
| Admin fee / account holder | $711 | $5,982-88.1% | $6,033-88.2% | $7,234-90.2% |