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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,439 | $159,901-86.6% | $146,958-85.4% | $145,922-85.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -0.61% | 98.13%-98.7pp | 418.34%-418.9pp | 561.29%-561.9pp |
| Employer contribution / active EE | $424 | $5,286-92.0% | $4,933-91.4% | $4,660-90.9% |
| Participant deferral / active EE | $5,308 | $8,428-37.0% | $8,070-34.2% | $6,688-20.6% |
| Admin fee / account holder | $4,802 | $15,044-68.1% | $12,998-63.1% | $13,397-64.2% |