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 | $10,900 | $158,817-93.1% | $121,196-91.0% | $135,375-91.9% |
| Participation rate | 76.9% | 79.3%-2.4pp | 71.7%+5.2pp | 82.6%-5.7pp |
| Annual return | -12.81% | -0.64%-12.2pp | 16.93%-29.7pp | 519.73%-532.5pp |
| Employer contribution / active EE | $688 | $5,665-87.9% | $4,022-82.9% | $4,779-85.6% |
| Participant deferral / active EE | $2,627 | $4,005-34.4% | $3,344-21.5% | $5,609-53.2% |
| Admin fee / account holder | $2,020 | $6,512-69.0% | $5,019-59.7% | $10,827-81.3% |