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 | $16,389 | $61,660-73.4% | $80,019-79.5% | $64,186-74.5% |
| Participation rate | 92.3% | 71.7%+20.6pp | 75.8%+16.5pp | 69.6%+22.7pp |
| Annual return | -10.23% | -0.33%-9.9pp | 11.22%-21.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,925 | $1,810+6.3% | $2,468-22.0% | $2,381-19.2% |
| Participant deferral / active EE | $3,606 | $2,968+21.5% | $3,686-2.2% | $3,470+3.9% |
| Admin fee / account holder | $627 | $5,417-88.4% | $6,521-90.4% | $4,888-87.2% |