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 | $10,542 | $144,119-92.7% | $117,854-91.1% | $147,584-92.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | -0.33% | 531.15%-531.5pp | 335.08%-335.4pp | 578.55%-578.9pp |
| Employer contribution / active EE | $884 | $4,896-81.9% | $3,786-76.6% | $4,876-81.9% |
| Participant deferral / active EE | $3,117 | $5,316-41.4% | $4,482-30.5% | $5,439-42.7% |
| Admin fee / account holder | $1,547 | $10,886-85.8% | $8,020-80.7% | $10,885-85.8% |