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 9-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 | $6,658 | $118,849-94.4% | $96,562-93.1% | $167,490-96.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 1.86% | 50.49%-48.6pp | 37.78%-35.9pp | 478.56%-476.7pp |
| Employer contribution / active EE | $671 | $3,120-78.5% | $2,356-71.5% | $4,837-86.1% |
| Participant deferral / active EE | $2,869 | $4,616-37.9% | $3,849-25.5% | $6,341-54.8% |
| Admin fee / account holder | $839 | $8,065-89.6% | $6,181-86.4% | $12,309-93.2% |