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 | $24,048 | $71,192-66.2% | $117,854-79.6% | $62,292-61.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 7.88% | 18.66%-10.8pp | 335.08%-327.2pp | 28.90%-21.0pp |
| Employer contribution / active EE | $4,101 | $1,934+112.1% | $3,786+8.3% | $2,042+100.8% |
| Participant deferral / active EE | $1,943 | $3,189-39.1% | $4,482-56.6% | $3,169-38.7% |
| Admin fee / account holder | $1,013 | $587+72.5% | $8,020-87.4% | $479+111.3% |