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 7-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 | $4,738 | $71,883-93.4% | $86,677-94.5% | $68,494-93.1% |
| Participation rate | 76.3% | 72.2%+4.1pp | 76.6%-0.3pp | 67.9%+8.4pp |
| Annual return | -19.74% | 3.52%-23.3pp | 35.91%-55.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,190 | $2,173-45.2% | $2,836-58.0% | $2,596-54.2% |
| Participant deferral / active EE | $2,075 | $3,779-45.1% | $4,656-55.4% | $4,027-48.5% |
| Admin fee / account holder | $1,350 | $6,112-77.9% | $7,493-82.0% | $5,403-75.0% |