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 | $16,170 | $71,057-77.2% | $93,654-82.7% | $80,874-80.0% |
| Participation rate | 82.8% | 60.4%+22.4pp | 68.7%+14.0pp | 67.6%+15.1pp |
| Annual return | 9.35% | 11.26%-1.9pp | 133.34%-124.0pp | 35.62%-26.3pp |
| Employer contribution / active EE | $1,635 | $1,564+4.6% | $2,421-32.4% | $2,756-40.7% |
| Participant deferral / active EE | $3,267 | $4,034-19.0% | $4,413-26.0% | $4,297-24.0% |
| Admin fee / account holder | $2,459 | $6,944-64.6% | $8,282-70.3% | $6,935-64.5% |