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 | $1,180 | $146,267-99.2% | $197,124-99.4% | $82,448-98.6% |
| Participation rate | 82.4% | 84.0%-1.7pp | 86.7%-4.4pp | 68.1%+14.3pp |
| Annual return | 30.67% | 29.61%+1.1pp | 44.34%-13.7pp | 41.64%-11.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,054 | $7,035-85.0% | $9,135-88.5% | $4,139-74.5% |
| Admin fee / account holder | $488 | $14,422-96.6% | $16,298-97.0% | $7,234-93.3% |