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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $409,434 | $159,602+156.5% | $150,045+172.9% | $142,382+187.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 5.83% | 70.24%-64.4pp | 62.55%-56.7pp | 217.08%-211.2pp |
| Employer contribution / active EE | $23,348 | $4,961+370.7% | $4,693+397.5% | $4,299+443.1% |
| Participant deferral / active EE | $2,190 | $8,310-73.6% | $7,997-72.6% | $6,507-66.3% |
| Admin fee / account holder | $2,552 | $14,846-82.8% | $13,435-81.0% | $12,624-79.8% |