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 | $4,927 | $48,265-89.8% | $68,791-92.8% | $68,494-92.8% |
| Participation rate | 98.8% | 60.7%+38.1pp | 69.0%+29.7pp | 67.9%+30.9pp |
| Annual return | -31.37% | -12.71%-18.7pp | -6.38%-25.0pp | -7.84%-23.5pp |
| Employer contribution / active EE | $2,128 | $1,829+16.4% | $2,655-19.8% | $2,596-18.0% |
| Participant deferral / active EE | $2,464 | $2,867-14.0% | $3,941-37.5% | $4,027-38.8% |
| Admin fee / account holder | $367 | $4,355-91.6% | $4,932-92.6% | $5,403-93.2% |