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 5-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 | $13,697 | $110,257-87.6% | $96,544-85.8% | $139,434-90.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | -2.83% | 26.32%-29.1pp | 25.84%-28.7pp | 372.94%-375.8pp |
| Employer contribution / active EE | $1,017 | $3,620-71.9% | $2,965-65.7% | $4,751-78.6% |
| Participant deferral / active EE | $4,755 | $5,548-14.3% | $4,851-2.0% | $6,710-29.1% |
| Admin fee / account holder | $2,648 | $11,591-77.2% | $8,252-67.9% | $11,403-76.8% |