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 | $11,108 | $57,354-80.6% | $83,848-86.8% | $64,186-82.7% |
| Participation rate | 97.4% | 68.6%+28.8pp | 76.1%+21.2pp | 69.6%+27.8pp |
| Annual return | -10.63% | 11.38%-22.0pp | 850.88%-861.5pp | 7.63%-18.3pp |
| Employer contribution / active EE | $2,631 | $2,545+3.4% | $3,631-27.5% | $2,381+10.5% |
| Participant deferral / active EE | $1,574 | $2,993-47.4% | $4,082-61.4% | $3,470-54.6% |
| Admin fee / account holder | $1,289 | $4,046-68.1% | $5,478-76.5% | $4,888-73.6% |