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 7-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 | $16,576 | $81,446-79.6% | $103,374-84.0% | $80,874-79.5% |
| Participation rate | 76.3% | 66.9%+9.5pp | 74.5%+1.8pp | 67.6%+8.7pp |
| Annual return | 6.65% | 25.57%-18.9pp | 24.89%-18.2pp | 35.62%-29.0pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,338 | $3,870+37.9% | $5,058+5.5% | $4,297+24.2% |
| Admin fee / account holder | $1,031 | $6,715-84.6% | $8,394-87.7% | $6,935-85.1% |