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 | $15,791 | $183,519-91.4% | $155,509-89.8% | $145,922-89.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.89% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,982 | $5,313-62.7% | $4,672-57.6% | $4,660-57.5% |
| Participant deferral / active EE | $2,970 | $6,462-54.0% | $5,626-47.2% | $6,688-55.6% |
| Admin fee / account holder | $1,186 | $19,313-93.9% | $15,912-92.5% | $13,397-91.1% |