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 | $10,418 | $135,952-92.3% | $123,892-91.6% | $273,961-96.2% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | -9.50% | 56.63%-66.1pp | 47.52%-57.0pp | 41.45%-51.0pp |
| Employer contribution / active EE | $8,688 | $5,170+68.0% | $4,617+88.2% | $4,869+78.4% |
| Participant deferral / active EE | $8,643 | $6,343+36.3% | $5,984+44.4% | $5,287+63.5% |
| Admin fee / account holder | $7,823 | $9,817-20.3% | $8,357-6.4% | $10,132-22.8% |