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 | $8,319 | $177,572-95.3% | $154,803-94.6% | $142,382-94.2% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 123.08% | 65.07%+58.0pp | 58.88%+64.2pp | 217.08%-94.0pp |
| Employer contribution / active EE | $1,669 | $4,810-65.3% | $4,305-61.2% | $4,299-61.2% |
| Participant deferral / active EE | $3,883 | $6,272-38.1% | $5,540-29.9% | $6,507-40.3% |
| Admin fee / account holder | $417 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |