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 | $5,456 | $100,970-94.6% | $96,576-94.4% | $137,256-96.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | -26.35% | 38.16%-64.5pp | 38.47%-64.8pp | 220.34%-246.7pp |
| Employer contribution / active EE | $554 | $3,809-85.5% | $3,553-84.4% | $4,156-86.7% |
| Participant deferral / active EE | $2,991 | $8,286-63.9% | $7,956-62.4% | $6,407-53.3% |
| Admin fee / account holder | $1,930 | $11,312-82.9% | $11,381-83.0% | $12,270-84.3% |