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.
Participant 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 | $107,229 | $138,044-22.3% | $125,339-14.4% | $134,475-20.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.77% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $9,451 | $5,243+80.3% | $4,814+96.3% | $4,740+99.4% |
| Participant deferral / active EE | $2,213 | $7,799-71.6% | $7,446-70.3% | $6,400-65.4% |
| Admin fee / account holder | $3,067 | $11,571-73.5% | $10,010-69.4% | $11,426-73.2% |