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 | $6,601 | $189,613-96.5% | $167,512-96.1% | $142,382-95.4% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | -40.84% | 2024.68%-2065.5pp | 1615.79%-1656.6pp | 217.08%-257.9pp |
| Employer contribution / active EE | $954 | $4,349-78.1% | $3,882-75.4% | $4,299-77.8% |
| Participant deferral / active EE | $3,909 | $6,981-44.0% | $6,405-39.0% | $6,507-39.9% |
| Admin fee / account holder | $2,283 | $10,528-78.3% | $9,769-76.6% | $12,624-81.9% |