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 | $15,213 | $71,883-78.8% | $86,677-82.4% | $68,494-77.8% |
| Participation rate | 79.7% | 72.2%+7.5pp | 76.6%+3.2pp | 67.9%+11.9pp |
| Annual return | -19.23% | 3.52%-22.8pp | 35.91%-55.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $844 | $2,173-61.2% | $2,836-70.2% | $2,596-67.5% |
| Participant deferral / active EE | $2,971 | $3,779-21.4% | $4,656-36.2% | $4,027-26.2% |
| Admin fee / account holder | $301 | $6,112-95.1% | $7,493-96.0% | $5,403-94.4% |