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 | $11,535 | $52,836-78.2% | $105,738-89.1% | $64,186-82.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -10.42% | 14.30%-24.7pp | 6.27%-16.7pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,113 | $1,827-39.1% | $3,268-66.0% | $2,381-53.3% |
| Participant deferral / active EE | $2,650 | $2,545+4.1% | $4,080-35.0% | $3,470-23.6% |
| Admin fee / account holder | $367 | $3,959-90.7% | $6,913-94.7% | $4,888-92.5% |