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 | $4,792 | $124,425-96.1% | $112,040-95.7% | $137,256-96.5% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 47.64% | 24.72%+22.9pp | 24.52%+23.1pp | 220.34%-172.7pp |
| Employer contribution / active EE | $922 | $3,411-73.0% | $2,954-68.8% | $4,156-77.8% |
| Participant deferral / active EE | $1,778 | $5,718-68.9% | $5,098-65.1% | $6,407-72.2% |
| Admin fee / account holder | $504 | $15,207-96.7% | $12,098-95.8% | $12,270-95.9% |