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 | $11,563 | $53,516-78.4% | $126,539-90.9% | $84,808-86.4% |
| Participation rate | 90.9% | 58.2%+32.7pp | 69.8%+21.1pp | 68.3%+22.6pp |
| Annual return | 19.80% | 58.34%-38.5pp | 425.95%-406.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $115 | $1,535-92.5% | $3,674-96.9% | $2,631-95.6% |
| Participant deferral / active EE | $5,757 | $2,671+115.6% | $4,083+41.0% | $4,212+36.7% |
| Admin fee / account holder | $1,050 | $4,497-76.6% | $6,065-82.7% | $7,344-85.7% |