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 9-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 | $17,933 | $72,404-75.2% | $110,238-83.7% | $64,186-72.1% |
| Participation rate | 71.7% | 73.3%-1.6pp | 79.8%-8.1pp | 69.6%+2.2pp |
| Annual return | -9.16% | -6.29%-2.9pp | 314.74%-323.9pp | 7.63%-16.8pp |
| Employer contribution / active EE | $2,709 | $2,282+18.7% | $3,826-29.2% | $2,381+13.8% |
| Participant deferral / active EE | $4,927 | $3,469+42.0% | $4,672+5.5% | $3,470+42.0% |
| Admin fee / account holder | $2,144 | $5,664-62.2% | $8,547-74.9% | $4,888-56.1% |