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 | $12,829 | $64,839-80.2% | $95,585-86.6% | $84,808-84.9% |
| Participation rate | 90.3% | 63.8%+26.5pp | 72.1%+18.2pp | 68.3%+22.0pp |
| Annual return | 32.41% | -670.96%+703.4pp | 38.56%-6.1pp | 40.90%-8.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,028 | $2,965+103.3% | $4,023+49.9% | $4,212+43.1% |
| Admin fee / account holder | $1,628 | $5,964-72.7% | $6,127-73.4% | $7,344-77.8% |