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 | $24,184 | $148,978-83.8% | $200,582-87.9% | $84,808-71.5% |
| Participation rate | 72.7% | 84.2%-11.5pp | 86.9%-14.2pp | 68.3%+4.4pp |
| Annual return | 26.80% | 28.16%-1.4pp | 42.33%-15.5pp | 40.90%-14.1pp |
| Employer contribution / active EE | $2,406 | $4,815-50.0% | $6,419-62.5% | $2,631-8.6% |
| Participant deferral / active EE | $7,318 | $7,142+2.5% | $9,331-21.6% | $4,212+73.8% |
| Admin fee / account holder | $1,580 | $13,977-88.7% | $16,305-90.3% | $7,344-78.5% |