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 | $23,543 | $109,881-78.6% | $150,045-84.3% | $84,808-72.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 56.45% | 28.25%+28.2pp | 62.55%-6.1pp | 40.90%+15.6pp |
| Employer contribution / active EE | $9,562 | $3,561+168.5% | $4,693+103.7% | $2,631+263.4% |
| Participant deferral / active EE | $6,278 | $6,636-5.4% | $7,997-21.5% | $4,212+49.1% |
| Admin fee / account holder | $603 | $8,568-93.0% | $13,435-95.5% | $7,344-91.8% |