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 | $4,845 | $159,901-97.0% | $146,958-96.7% | $145,922-96.7% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 14.16% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,313 | $5,286-75.2% | $4,933-73.4% | $4,660-71.8% |
| Participant deferral / active EE | $3,075 | $8,428-63.5% | $8,070-61.9% | $6,688-54.0% |
| Admin fee / account holder | $1,130 | $15,044-92.5% | $12,998-91.3% | $13,397-91.6% |