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 | $13,692 | $92,222-85.2% | $76,768-82.2% | $135,375-89.9% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -14.50% | 5.46%-20.0pp | 2.43%-16.9pp | 519.73%-534.2pp |
| Employer contribution / active EE | $2,211 | $3,216-31.2% | $2,485-11.0% | $4,779-53.7% |
| Participant deferral / active EE | $7,305 | $4,509+62.0% | $3,852+89.7% | $5,609+30.2% |
| Admin fee / account holder | $1,333 | $10,748-87.6% | $6,675-80.0% | $10,827-87.7% |