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 | $12,557 | $95,416-86.8% | $185,823-93.2% | $85,850-85.4% |
| Participation rate | 96.7% | 68.8%+27.9pp | 81.7%+15.0pp | 69.3%+27.4pp |
| Annual return | 8.31% | 23.59%-15.3pp | 122.05%-113.7pp | 318.53%-310.2pp |
| Employer contribution / active EE | $456 | $3,314-86.2% | $5,167-91.2% | $2,565-82.2% |
| Participant deferral / active EE | $1,212 | $3,423-64.6% | $5,568-78.2% | $3,952-69.3% |
| Admin fee / account holder | $2,741 | $7,213-62.0% | $16,237-83.1% | $6,260-56.2% |