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 | $33,013 | $109,413-69.8% | $156,263-78.9% | $84,808-61.1% |
| Participation rate | 90.6% | 72.7%+17.9pp | 78.9%+11.7pp | 68.3%+22.3pp |
| Annual return | 19.85% | 20.18%-0.3pp | 59.47%-39.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,170 | $2,907-25.4% | $4,333-49.9% | $2,631-17.5% |
| Participant deferral / active EE | $5,919 | $4,590+29.0% | $6,158-3.9% | $4,212+40.5% |
| Admin fee / account holder | $2,668 | $9,357-71.5% | $14,255-81.3% | $7,344-63.7% |