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 | $28,106 | $86,929-67.7% | $102,423-72.6% | $80,856-65.2% |
| Participation rate | 84.8% | 72.4%+12.5pp | 76.5%+8.4pp | 67.6%+17.2pp |
| Annual return | 40.48% | 18.88%+21.6pp | 29.32%+11.2pp | 35.59%+4.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,801 | $4,118+186.5% | $5,053+133.5% | $4,296+174.7% |
| Admin fee / account holder | $701 | $8,049-91.3% | $9,451-92.6% | $6,918-89.9% |