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 | $20,041 | $138,065-85.5% | $123,544-83.8% | $135,375-85.2% |
| Participation rate | 73.7% | 84.7%-11.1pp | 82.3%-8.6pp | 82.6%-9.0pp |
| Annual return | -13.89% | 153.68%-167.6pp | 119.20%-133.1pp | 519.73%-533.6pp |
| Employer contribution / active EE | $3,138 | $5,151-39.1% | $4,628-32.2% | $4,779-34.3% |
| Participant deferral / active EE | $4,918 | $6,799-27.7% | $6,426-23.5% | $5,609-12.3% |
| Admin fee / account holder | $1,070 | $10,916-90.2% | $9,284-88.5% | $10,827-90.1% |