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 | $15,124 | $68,547-77.9% | $120,354-87.4% | $80,856-81.3% |
| Participation rate | 89.5% | 61.6%+27.9pp | 71.9%+17.6pp | 67.6%+21.8pp |
| Annual return | 51.51% | 23.60%+27.9pp | 107.15%-55.6pp | 35.59%+15.9pp |
| Employer contribution / active EE | $2,397 | $2,051+16.9% | $3,463-30.8% | $2,755-13.0% |
| Participant deferral / active EE | $4,040 | $3,173+27.3% | $4,991-19.0% | $4,296-5.9% |
| Admin fee / account holder | $695 | $5,732-87.9% | $9,423-92.6% | $6,918-90.0% |