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 6-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 | $14,026 | $87,037-83.9% | $106,201-86.8% | $80,874-82.7% |
| Participation rate | 77.8% | 70.4%+7.3pp | 75.3%+2.5pp | 67.6%+10.1pp |
| Annual return | 10.00% | 17.05%-7.0pp | 116.26%-106.3pp | 35.62%-25.6pp |
| Employer contribution / active EE | $2,279 | $2,396-4.9% | $3,170-28.1% | $2,756-17.3% |
| Participant deferral / active EE | $3,136 | $3,986-21.3% | $5,012-37.4% | $4,297-27.0% |
| Admin fee / account holder | $2,448 | $8,434-71.0% | $11,039-77.8% | $6,935-64.7% |