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 | $14,279 | $159,901-91.1% | $146,958-90.3% | $145,922-90.2% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 35.02% | 98.13%-63.1pp | 418.34%-383.3pp | 561.29%-526.3pp |
| Employer contribution / active EE | $1,563 | $5,286-70.4% | $4,933-68.3% | $4,660-66.5% |
| Participant deferral / active EE | $3,288 | $8,428-61.0% | $8,070-59.3% | $6,688-50.8% |
| Admin fee / account holder | $535 | $15,044-96.4% | $12,998-95.9% | $13,397-96.0% |