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 | $12,964 | $72,404-82.1% | $110,238-88.2% | $64,186-79.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -11.96% | -6.29%-5.7pp | 314.74%-326.7pp | 7.63%-19.6pp |
| Employer contribution / active EE | $5,183 | $2,282+127.2% | $3,826+35.5% | $2,381+117.7% |
| Participant deferral / active EE | $4,330 | $3,469+24.8% | $4,672-7.3% | $3,470+24.8% |
| Admin fee / account holder | $1,368 | $5,664-75.8% | $8,547-84.0% | $4,888-72.0% |