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 | $839 | $73,787-98.9% | $98,716-99.2% | $82,448-99.0% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.3%+10.7pp | 68.1%+11.9pp |
| Annual return | 0.00% | 18.57%-18.6pp | 31.81%-31.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,357 | $3,081-56.0% | $4,048-66.5% | $4,139-67.2% |
| Admin fee / account holder | $802 | $6,500-87.7% | $8,703-90.8% | $7,234-88.9% |