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 | $71,762 | $109,413-34.4% | $156,263-54.1% | $84,808-15.4% |
| Participation rate | 76.6% | 72.7%+3.9pp | 78.9%-2.3pp | 68.3%+8.3pp |
| Annual return | 15.54% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $772 | $2,907-73.4% | $4,333-82.2% | $2,631-70.7% |
| Participant deferral / active EE | $4,003 | $4,590-12.8% | $6,158-35.0% | $4,212-4.9% |
| Admin fee / account holder | $1,834 | $9,357-80.4% | $14,255-87.1% | $7,344-75.0% |