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 | $7,277 | $163,687-95.6% | $108,745-93.3% | $273,961-97.3% |
| Participation rate | 89.5% | 82.3%+7.2pp | 77.7%+11.8pp | 83.0%+6.5pp |
| Annual return | -3.02% | 31.16%-34.2pp | 46.22%-49.2pp | 41.45%-44.5pp |
| Employer contribution / active EE | $824 | $4,711-82.5% | $3,323-75.2% | $4,869-83.1% |
| Participant deferral / active EE | $3,107 | $7,155-56.6% | $5,121-39.3% | $5,287-41.2% |
| Admin fee / account holder | $1,263 | $12,890-90.2% | $6,144-79.4% | $10,132-87.5% |