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 | $15,693 | $138,065-88.6% | $123,544-87.3% | $135,375-88.4% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -11.70% | 153.68%-165.4pp | 119.20%-130.9pp | 519.73%-531.4pp |
| Employer contribution / active EE | $1,841 | $5,151-64.3% | $4,628-60.2% | $4,779-61.5% |
| Participant deferral / active EE | $7,228 | $6,799+6.3% | $6,426+12.5% | $5,609+28.9% |
| Admin fee / account holder | $2,039 | $10,916-81.3% | $9,284-78.0% | $10,827-81.2% |