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 5-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 | $17,071 | $93,571-81.8% | $135,903-87.4% | $75,163-77.3% |
| Participation rate | 85.1% | 75.2%+9.9pp | 81.9%+3.2pp | 67.2%+17.9pp |
| Annual return | 10.16% | 30.90%-20.7pp | 68.23%-58.1pp | 160.62%-150.5pp |
| Employer contribution / active EE | $1,042 | $3,537-70.5% | $4,856-78.5% | $2,670-61.0% |
| Participant deferral / active EE | $6,515 | $6,404+1.7% | $7,758-16.0% | $4,125+57.9% |
| Admin fee / account holder | $1,415 | $6,975-79.7% | $10,762-86.8% | $5,651-75.0% |