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 | $9,013 | $57,354-84.3% | $83,848-89.3% | $64,186-86.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -11.04% | 11.38%-22.4pp | 850.88%-861.9pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,333 | $2,545-47.6% | $3,631-63.3% | $2,381-44.0% |
| Participant deferral / active EE | $2,764 | $2,993-7.7% | $4,082-32.3% | $3,470-20.3% |
| Admin fee / account holder | $424 | $4,046-89.5% | $5,478-92.3% | $4,888-91.3% |