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 | $12,802 | $88,672-85.6% | $105,223-87.8% | $82,448-84.5% |
| Participation rate | 92.6% | 67.9%+24.7pp | 75.0%+17.5pp | 68.1%+24.5pp |
| Annual return | 19.83% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,980 | $3,048-35.1% | $3,689-46.3% | $2,551-22.4% |
| Participant deferral / active EE | $4,249 | $4,036+5.3% | $5,072-16.2% | $4,139+2.7% |
| Admin fee / account holder | $381 | $7,146-94.7% | $8,859-95.7% | $7,234-94.7% |