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.
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 | $36,064 | $111,535-67.7% | $105,223-65.7% | $137,256-73.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 10.56% | 237.85%-227.3pp | 180.65%-170.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,930 | $3,939-51.0% | $3,689-47.7% | $4,156-53.6% |
| Participant deferral / active EE | $4,485 | $5,500-18.4% | $5,072-11.6% | $6,407-30.0% |
| Admin fee / account holder | $337 | $9,721-96.5% | $8,859-96.2% | $12,270-97.3% |