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 | $6,206 | $77,813-92.0% | $123,544-95.0% | $64,186-90.3% |
| Participation rate | 84.3% | 74.7%+9.6pp | 82.3%+2.0pp | 69.6%+14.7pp |
| Annual return | -14.83% | 12.48%-27.3pp | 119.20%-134.0pp | 7.63%-22.5pp |
| Employer contribution / active EE | $995 | $3,014-67.0% | $4,628-78.5% | $2,381-58.2% |
| Participant deferral / active EE | $2,808 | $5,240-46.4% | $6,426-56.3% | $3,470-19.1% |
| Admin fee / account holder | $954 | $5,519-82.7% | $9,284-89.7% | $4,888-80.5% |