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 | $19,581 | $180,449-89.1% | $154,107-87.3% | $135,375-85.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.26% | 888.09%-898.4pp | 735.12%-745.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $5,954 | $6,035-1.3% | $5,298+12.4% | $4,779+24.6% |
| Participant deferral / active EE | $2,981 | $5,806-48.6% | $5,081-41.3% | $5,609-46.8% |
| Admin fee / account holder | $1,890 | $16,143-88.3% | $13,411-85.9% | $10,827-82.5% |