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 | $49,952 | $53,516-6.7% | $126,539-60.5% | $84,808-41.1% |
| Participation rate | 73.9% | 58.2%+15.7pp | 69.8%+4.1pp | 68.3%+5.6pp |
| Annual return | 11.53% | 58.34%-46.8pp | 425.95%-414.4pp | 40.90%-29.4pp |
| Employer contribution / active EE | $217 | $1,535-85.8% | $3,674-94.1% | $2,631-91.7% |
| Participant deferral / active EE | $4,636 | $2,671+73.6% | $4,083+13.5% | $4,212+10.1% |
| Admin fee / account holder | $4,170 | $4,497-7.3% | $6,065-31.2% | $7,344-43.2% |