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 8-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 | $28,745 | $209,411-86.3% | $178,490-83.9% | $158,922-81.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.63% | 188.75%-183.1pp | 151.07%-145.4pp | 302.83%-297.2pp |
| Employer contribution / active EE | $1,991 | $5,706-65.1% | $5,011-60.3% | $4,761-58.2% |
| Participant deferral / active EE | $4,766 | $5,954-20.0% | $5,202-8.4% | $5,982-20.3% |
| Admin fee / account holder | $3,613 | $17,074-78.8% | $13,984-74.2% | $11,246-67.9% |