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 | $10,074 | $110,809-90.9% | $86,874-88.4% | $167,490-94.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 71.6%+11.7pp | 82.1%+1.2pp |
| Annual return | 7.84% | 116.98%-109.1pp | 63.52%-55.7pp | 478.56%-470.7pp |
| Employer contribution / active EE | $295 | $3,244-90.9% | $2,495-88.2% | $4,837-93.9% |
| Participant deferral / active EE | $4,752 | $4,546+4.5% | $3,699+28.5% | $6,341-25.1% |
| Admin fee / account holder | $2,248 | $8,415-73.3% | $5,828-61.4% | $12,309-81.7% |