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 4-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 | $10,820 | $110,257-90.2% | $96,544-88.8% | $139,434-92.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | -530.89% | 26.32%-557.2pp | 25.84%-556.7pp | 372.94%-903.8pp |
| Employer contribution / active EE | $1,322 | $3,620-63.5% | $2,965-55.4% | $4,751-72.2% |
| Participant deferral / active EE | $10,502 | $5,548+89.3% | $4,851+116.5% | $6,710+56.5% |
| Admin fee / account holder | $4,539 | $11,591-60.8% | $8,252-45.0% | $11,403-60.2% |