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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,735 | $88,672-92.4% | $105,223-93.6% | $82,448-91.8% |
| Participation rate | 80.0% | 67.9%+12.1pp | 75.0%+5.0pp | 68.1%+11.9pp |
| Annual return | 26.64% | 30.86%-4.2pp | 180.65%-154.0pp | 41.64%-15.0pp |
| Employer contribution / active EE | $1,700 | $3,048-44.2% | $3,689-53.9% | $2,551-33.4% |
| Participant deferral / active EE | $2,334 | $4,036-42.2% | $5,072-54.0% | $4,139-43.6% |
| Admin fee / account holder | $1,359 | $7,146-81.0% | $8,859-84.7% | $7,234-81.2% |