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 | $9,038 | $71,883-87.4% | $86,677-89.6% | $68,494-86.8% |
| Participation rate | 88.3% | 72.2%+16.1pp | 76.6%+11.7pp | 67.9%+20.4pp |
| Annual return | -19.95% | 3.52%-23.5pp | 35.91%-55.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $745 | $2,173-65.7% | $2,836-73.7% | $2,596-71.3% |
| Participant deferral / active EE | $2,528 | $3,779-33.1% | $4,656-45.7% | $4,027-37.2% |
| Admin fee / account holder | $1,037 | $6,112-83.0% | $7,493-86.2% | $5,403-80.8% |