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 | $8,073 | $109,413-92.6% | $156,263-94.8% | $84,808-90.5% |
| Participation rate | 80.3% | 72.7%+7.6pp | 78.9%+1.4pp | 68.3%+12.0pp |
| Annual return | 38.84% | 20.18%+18.7pp | 59.47%-20.6pp | 40.90%-2.1pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,300 | $4,590-6.3% | $6,158-30.2% | $4,212+2.1% |
| Admin fee / account holder | $1,807 | $9,357-80.7% | $14,255-87.3% | $7,344-75.4% |