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 | $19,908 | $89,753-77.8% | $107,525-81.5% | $84,808-76.5% |
| Participation rate | 84.1% | 68.1%+16.0pp | 75.1%+9.0pp | 68.3%+15.8pp |
| Annual return | 13.12% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,990 | $3,113-36.1% | $3,754-47.0% | $2,631-24.4% |
| Participant deferral / active EE | $4,607 | $4,056+13.6% | $5,116-9.9% | $4,212+9.4% |
| Admin fee / account holder | $746 | $7,222-89.7% | $8,919-91.6% | $7,344-89.8% |