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 | $11,771 | $177,572-93.4% | $154,803-92.4% | $142,382-91.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.53% | 65.07%-55.5pp | 58.88%-49.4pp | 217.08%-207.5pp |
| Employer contribution / active EE | $3,113 | $4,810-35.3% | $4,305-27.7% | $4,299-27.6% |
| Participant deferral / active EE | $5,447 | $6,272-13.2% | $5,540-1.7% | $6,507-16.3% |
| Admin fee / account holder | $3,682 | $16,786-78.1% | $14,329-74.3% | $12,624-70.8% |