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.)
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 | $215,816 | $74,927+188.0% | $101,794+112.0% | $84,808+154.5% |
| Participation rate | 96.4% | 61.4%+35.0pp | 69.2%+27.2pp | 68.3%+28.1pp |
| Annual return | 42.05% | 18.70%+23.4pp | 30.53%+11.5pp | 40.90%+1.2pp |
| Employer contribution / active EE | $4,336 | $1,522+184.9% | $2,289+89.4% | $2,631+64.8% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $21,974 | $6,514+237.3% | $8,777+150.4% | $7,344+199.2% |