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 | $16,141 | $77,164-79.1% | $178,014-90.9% | $80,874-80.0% |
| Participation rate | 76.9% | 65.7%+11.2pp | 77.1%-0.2pp | 67.6%+9.3pp |
| Annual return | 8.66% | 18.09%-9.4pp | 294.80%-286.1pp | 35.62%-27.0pp |
| Employer contribution / active EE | $2,025 | $2,288-11.5% | $3,950-48.7% | $2,756-26.5% |
| Participant deferral / active EE | $2,197 | $4,408-50.2% | $6,276-65.0% | $4,297-48.9% |
| Admin fee / account holder | $3,678 | $7,164-48.7% | $10,362-64.5% | $6,935-47.0% |