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 | $4,668 | $154,228-97.0% | $145,433-96.8% | $137,256-96.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 440.13% | 74.59%+365.5pp | 66.58%+373.6pp | 220.34%+219.8pp |
| Employer contribution / active EE | $1,925 | $4,804-59.9% | $4,554-57.7% | $4,156-53.7% |
| Participant deferral / active EE | $2,261 | $8,216-72.5% | $7,897-71.4% | $6,407-64.7% |
| Admin fee / account holder | $357 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |