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 | $52,353-4.6% | $120,225-58.5% | $82,448-39.4% |
| Participation rate | 73.9% | 58.3%+15.6pp | 69.6%+4.3pp | 68.1%+5.8pp |
| Annual return | 11.53% | 61.85%-50.3pp | 439.23%-427.7pp | 41.64%-30.1pp |
| Employer contribution / active EE | $217 | $1,510-85.6% | $3,475-93.7% | $2,551-91.5% |
| Participant deferral / active EE | $4,636 | $2,627+76.5% | $3,999+15.9% | $4,139+12.0% |
| Admin fee / account holder | $4,170 | $4,363-4.4% | $5,696-26.8% | $7,234-42.4% |