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 | $15,372 | $211,958-92.7% | $169,463-90.9% | $135,375-88.6% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -9.27% | 3.26%-12.5pp | 1.83%-11.1pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,557 | $5,120-50.1% | $4,159-38.5% | $4,779-46.5% |
| Participant deferral / active EE | $1,637 | $6,075-73.1% | $5,277-69.0% | $5,609-70.8% |
| Admin fee / account holder | $1,443 | $11,471-87.4% | $9,109-84.2% | $10,827-86.7% |