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 | $16,478 | $109,413-84.9% | $156,263-89.5% | $84,808-80.6% |
| Participation rate | 93.8% | 72.7%+21.1pp | 78.9%+14.8pp | 68.3%+25.4pp |
| Annual return | 378.25% | 20.18%+358.1pp | 59.47%+318.8pp | 40.90%+337.4pp |
| Employer contribution / active EE | $2,478 | $2,907-14.8% | $4,333-42.8% | $2,631-5.8% |
| Participant deferral / active EE | $4,866 | $4,590+6.0% | $6,158-21.0% | $4,212+15.5% |
| Admin fee / account holder | $902 | $9,357-90.4% | $14,255-93.7% | $7,344-87.7% |