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 | $63,196 | $102,317-38.2% | $146,958-57.0% | $80,856-21.8% |
| Participation rate | 72.5% | 75.8%-3.4pp | 82.2%-9.7pp | 67.6%+4.8pp |
| Annual return | 23.22% | 134.76%-111.5pp | 418.34%-395.1pp | 35.59%-12.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,678 | $6,644+105.9% | $8,070+69.5% | $4,296+218.4% |
| Admin fee / account holder | $6,400 | $7,941-19.4% | $12,998-50.8% | $6,918-7.5% |