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 | $14,707 | $72,388-79.7% | $111,392-86.8% | $64,186-77.1% |
| Participation rate | 80.9% | 70.5%+10.3pp | 78.9%+2.0pp | 69.6%+11.3pp |
| Annual return | -10.58% | -1.50%-9.1pp | -2.06%-8.5pp | 7.63%-18.2pp |
| Employer contribution / active EE | $2,542 | $3,000-15.2% | $4,328-41.3% | $2,381+6.8% |
| Participant deferral / active EE | $3,765 | $4,241-11.2% | $5,567-32.4% | $3,470+8.5% |
| Admin fee / account holder | $1,161 | $5,719-79.7% | $12,266-90.5% | $4,888-76.2% |