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 | $21,675 | $71,883-69.8% | $86,677-75.0% | $68,494-68.4% |
| Participation rate | 97.0% | 72.2%+24.7pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -22.77% | 3.52%-26.3pp | 35.91%-58.7pp | -7.84%-14.9pp |
| Employer contribution / active EE | $2,634 | $2,173+21.2% | $2,836-7.1% | $2,596+1.5% |
| Participant deferral / active EE | $3,689 | $3,779-2.4% | $4,656-20.8% | $4,027-8.4% |
| Admin fee / account holder | $645 | $6,112-89.4% | $7,493-91.4% | $5,403-88.1% |