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 | $4,823 | $77,813-93.8% | $123,544-96.1% | $64,186-92.5% |
| Participation rate | 76.1% | 74.7%+1.4pp | 82.3%-6.2pp | 69.6%+6.6pp |
| Annual return | -14.49% | 12.48%-27.0pp | 119.20%-133.7pp | 7.63%-22.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,496 | $5,240-52.4% | $6,426-61.1% | $3,470-28.0% |
| Admin fee / account holder | $586 | $5,519-89.4% | $9,284-93.7% | $4,888-88.0% |