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 | $10,550 | $86,699-87.8% | $73,307-85.6% | $125,391-91.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 74.9%+0.1pp | 83.2%-8.2pp |
| Annual return | -8.63% | 2.78%-11.4pp | 5.67%-14.3pp | 282.22%-290.9pp |
| Employer contribution / active EE | $2,666 | $4,152-35.8% | $3,237-17.7% | $4,866-45.2% |
| Participant deferral / active EE | $8,481 | $5,550+52.8% | $4,991+69.9% | $5,352+58.5% |
| Admin fee / account holder | $756 | $7,771-90.3% | $5,637-86.6% | $9,540-92.1% |