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 | $1,340 | $80,673-98.3% | $101,326-98.7% | $84,808-98.4% |
| Participation rate | 93.0% | 77.8%+15.2pp | 81.5%+11.5pp | 68.3%+24.7pp |
| Annual return | 27.90% | 38.95%-11.1pp | 36.82%-8.9pp | 40.90%-13.0pp |
| Employer contribution / active EE | $613 | $2,698-77.3% | $3,665-83.3% | $2,631-76.7% |
| Participant deferral / active EE | $1,207 | $6,840-82.4% | $7,994-84.9% | $4,212-71.3% |
| Admin fee / account holder | $478 | $12,784-96.3% | $11,185-95.7% | $7,344-93.5% |