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 | $19,675 | $135,635-85.5% | $110,238-82.2% | $135,375-85.5% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -9.40% | 513.19%-522.6pp | 314.74%-324.1pp | 519.73%-529.1pp |
| Employer contribution / active EE | $3,077 | $4,906-37.3% | $3,826-19.6% | $4,779-35.6% |
| Participant deferral / active EE | $9,875 | $5,506+79.3% | $4,672+111.4% | $5,609+76.1% |
| Admin fee / account holder | $486 | $11,457-95.8% | $8,547-94.3% | $10,827-95.5% |