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 | $9,728 | $77,813-87.5% | $123,544-92.1% | $64,186-84.8% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | -16.39% | 12.48%-28.9pp | 119.20%-135.6pp | 7.63%-24.0pp |
| Employer contribution / active EE | $2,276 | $3,014-24.5% | $4,628-50.8% | $2,381-4.4% |
| Participant deferral / active EE | $5,139 | $5,240-1.9% | $6,426-20.0% | $3,470+48.1% |
| Admin fee / account holder | $315 | $5,519-94.3% | $9,284-96.6% | $4,888-93.5% |