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 | $10,819 | $91,190-88.1% | $178,490-93.9% | $79,858-86.5% |
| Participation rate | 88.1% | 69.2%+18.9pp | 81.9%+6.2pp | 69.6%+18.5pp |
| Annual return | 9.90% | 24.19%-14.3pp | 151.07%-141.2pp | 31.71%-21.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,626 | $3,236-49.8% | $5,202-68.7% | $3,740-56.5% |
| Admin fee / account holder | $2,346 | $6,751-65.2% | $13,984-83.2% | $5,306-55.8% |