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 | $4,151 | $111,535-96.3% | $105,223-96.1% | $137,256-97.0% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 10.19% | 237.85%-227.7pp | 180.65%-170.5pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,317 | $3,939-66.6% | $3,689-64.3% | $4,156-68.3% |
| Participant deferral / active EE | $1,498 | $5,500-72.8% | $5,072-70.5% | $6,407-76.6% |
| Admin fee / account holder | $1,899 | $9,721-80.5% | $8,859-78.6% | $12,270-84.5% |