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 | $7,292 | $90,600-92.0% | $79,464-90.8% | $135,375-94.6% |
| Participation rate | 89.5% | 76.0%+13.4pp | 73.3%+16.1pp | 82.6%+6.8pp |
| Annual return | -164.74% | 977.43%-1142.2pp | 718.14%-882.9pp | 519.73%-684.5pp |
| Employer contribution / active EE | $3,603 | $3,068+17.4% | $2,800+28.6% | $4,779-24.6% |
| Participant deferral / active EE | $4,510 | $4,050+11.4% | $3,704+21.8% | $5,609-19.6% |
| Admin fee / account holder | $302 | $5,907-94.9% | $5,113-94.1% | $10,827-97.2% |