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 | $2,245 | $189,613-98.8% | $167,512-98.7% | $142,382-98.4% |
| Participation rate | 87.0% | 80.1%+6.8pp | 77.1%+9.9pp | 80.1%+6.8pp |
| Annual return | 20.66% | 2024.68%-2004.0pp | 1615.79%-1595.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,123 | $6,981-83.9% | $6,405-82.5% | $6,507-82.7% |
| Admin fee / account holder | $339 | $10,528-96.8% | $9,769-96.5% | $12,624-97.3% |