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 | $11,348 | $138,065-91.8% | $123,544-90.8% | $135,375-91.6% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -11.59% | 153.68%-165.3pp | 119.20%-130.8pp | 519.73%-531.3pp |
| Employer contribution / active EE | $1,780 | $5,151-65.4% | $4,628-61.5% | $4,779-62.7% |
| Participant deferral / active EE | $3,370 | $6,799-50.4% | $6,426-47.6% | $5,609-39.9% |
| Admin fee / account holder | $665 | $10,916-93.9% | $9,284-92.8% | $10,827-93.9% |