Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,522 | $172,111-98.0% | $150,298-97.7% | $137,256-97.4% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 52.31% | 69.37%-17.1pp | 62.79%-10.5pp | 220.34%-168.0pp |
| Employer contribution / active EE | $906 | $4,636-80.5% | $4,154-78.2% | $4,156-78.2% |
| Participant deferral / active EE | $1,439 | $6,166-76.7% | $5,453-73.6% | $6,407-77.5% |
| Admin fee / account holder | $358 | $16,471-97.8% | $14,116-97.5% | $12,270-97.1% |