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 | $9,946 | $45,438-78.1% | $80,004-87.6% | $59,632-83.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | -5.11% | 5.10%-10.2pp | 7.63%-12.7pp | 2041.28%-2046.4pp |
| Employer contribution / active EE | $1,936 | $1,236+56.6% | $2,473-21.7% | $2,203-12.1% |
| Participant deferral / active EE | $3,235 | $2,231+45.0% | $3,204+1.0% | $3,192+1.3% |
| Admin fee / account holder | $612 | $3,464-82.3% | $5,033-87.8% | $4,297-85.8% |