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 | $15,602 | $178,174-91.2% | $156,181-90.0% | $137,256-88.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.32% | 84.19%-66.9pp | 64.87%-47.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,206 | $4,972-55.6% | $4,294-48.6% | $4,156-46.9% |
| Participant deferral / active EE | $3,953 | $6,888-42.6% | $6,132-35.5% | $6,407-38.3% |
| Admin fee / account holder | $2,849 | $17,404-83.6% | $14,586-80.5% | $12,270-76.8% |