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.
See the 8-year trajectory. $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 | $8,264 | $81,446-89.9% | $103,374-92.0% | $80,874-89.8% |
| Participation rate | 91.5% | 66.9%+24.6pp | 74.5%+17.0pp | 67.6%+23.8pp |
| Annual return | 10.02% | 25.57%-15.5pp | 24.89%-14.9pp | 35.62%-25.6pp |
| Employer contribution / active EE | $1,502 | $3,107-51.6% | $3,869-61.2% | $2,756-45.5% |
| Participant deferral / active EE | $2,693 | $3,870-30.4% | $5,058-46.8% | $4,297-37.3% |
| Admin fee / account holder | $729 | $6,715-89.2% | $8,394-91.3% | $6,935-89.5% |