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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,424 | $88,672-93.9% | $105,223-94.8% | $82,448-93.4% |
| Participation rate | 96.3% | 67.9%+28.4pp | 75.0%+21.3pp | 68.1%+28.2pp |
| Annual return | -20.98% | 30.86%-51.8pp | 180.65%-201.6pp | 41.64%-62.6pp |
| Employer contribution / active EE | $1,974 | $3,048-35.2% | $3,689-46.5% | $2,551-22.6% |
| Participant deferral / active EE | $2,821 | $4,036-30.1% | $5,072-44.4% | $4,139-31.8% |
| Admin fee / account holder | $492 | $7,146-93.1% | $8,859-94.4% | $7,234-93.2% |