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 | $39,336 | $78,520-49.9% | $96,576-59.3% | $82,448-52.3% |
| Participation rate | 80.0% | 77.7%+2.3pp | 81.4%-1.4pp | 68.1%+11.9pp |
| Annual return | 128.14% | 41.30%+86.8pp | 38.47%+89.7pp | 41.64%+86.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,054 | $6,754+63.7% | $7,956+38.9% | $4,139+167.1% |
| Admin fee / account holder | $4,755 | $13,455-64.7% | $11,381-58.2% | $7,234-34.3% |