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 | $22,248 | $67,606-67.1% | $82,313-73.0% | $70,131-68.3% |
| Participation rate | 93.9% | 72.8%+21.2pp | 76.9%+17.0pp | 69.5%+24.4pp |
| Annual return | 8.92% | 21.57%-12.6pp | 25.88%-17.0pp | 73.14%-64.2pp |
| Employer contribution / active EE | $1,399 | $1,755-20.3% | $2,428-42.4% | $2,342-40.3% |
| Participant deferral / active EE | $1,409 | $2,987-52.8% | $3,706-62.0% | $3,332-57.7% |
| Admin fee / account holder | $434 | $4,512-90.4% | $5,608-92.3% | $4,645-90.7% |