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 3-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 | $12,231 | $159,901-92.4% | $146,958-91.7% | $145,922-91.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.65% | 98.13%-92.5pp | 418.34%-412.7pp | 561.29%-555.6pp |
| Employer contribution / active EE | $2,012 | $5,286-61.9% | $4,933-59.2% | $4,660-56.8% |
| Participant deferral / active EE | $4,325 | $8,428-48.7% | $8,070-46.4% | $6,688-35.3% |
| Admin fee / account holder | $687 | $15,044-95.4% | $12,998-94.7% | $13,397-94.9% |