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 | $5,112 | $99,633-94.9% | $183,328-97.2% | $82,448-93.8% |
| Participation rate | 91.7% | 70.8%+20.9pp | 77.3%+14.3pp | 68.1%+23.6pp |
| Annual return | 127.92% | 17.84%+110.1pp | 29.67%+98.2pp | 41.64%+86.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,055-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,844 | $4,938-22.2% | $6,795-43.4% | $4,139-7.1% |
| Admin fee / account holder | $3,276 | $9,934-67.0% | $21,427-84.7% | $7,234-54.7% |