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 | $6,900 | $214,378-96.8% | $200,582-96.6% | $142,382-95.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 63.90% | 46.41%+17.5pp | 42.33%+21.6pp | 217.08%-153.2pp |
| Employer contribution / active EE | $2,077 | $6,841-69.6% | $6,419-67.6% | $4,299-51.7% |
| Participant deferral / active EE | $2,304 | $9,865-76.6% | $9,331-75.3% | $6,507-64.6% |
| Admin fee / account holder | $353 | $17,692-98.0% | $16,305-97.8% | $12,624-97.2% |