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 10-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 | $8,758 | $90,600-90.3% | $79,464-89.0% | $135,375-93.5% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 82.6%-5.7pp |
| Annual return | -14.57% | 977.43%-992.0pp | 718.14%-732.7pp | 519.73%-534.3pp |
| Employer contribution / active EE | $1,463 | $3,068-52.3% | $2,800-47.7% | $4,779-69.4% |
| Participant deferral / active EE | $2,840 | $4,050-29.9% | $3,704-23.3% | $5,609-49.4% |
| Admin fee / account holder | $649 | $5,907-89.0% | $5,113-87.3% | $10,827-94.0% |