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.)
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 | $14,337 | $97,744-85.3% | $103,476-86.1% | $145,922-90.2% |
| Participation rate | 81.8% | 81.1%+0.7pp | 80.5%+1.3pp | 80.3%+1.5pp |
| Annual return | 77.24% | 25.41%+51.8pp | 23.90%+53.3pp | 561.29%-484.0pp |
| Employer contribution / active EE | $0 | $4,677-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,199 | $6,603-6.1% | $6,623-6.4% | $6,688-7.3% |
| Admin fee / account holder | $2,170 | $12,515-82.7% | $9,413-76.9% | $13,397-83.8% |