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 | $108,825-92.6% | $156,181-94.8% | $82,448-90.2% |
| Participation rate | 80.3% | 72.4%+7.9pp | 78.8%+1.5pp | 68.1%+12.2pp |
| Annual return | 38.84% | 20.59%+18.3pp | 64.87%-26.0pp | 41.64%-2.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,300 | $4,577-6.1% | $6,132-29.9% | $4,139+3.9% |
| Admin fee / account holder | $1,807 | $9,341-80.7% | $14,586-87.6% | $7,234-75.0% |