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 | $10,172 | $61,660-83.5% | $80,019-87.3% | $64,186-84.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.73% | -0.33%-7.4pp | 11.22%-18.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,752 | $1,810-3.3% | $2,468-29.0% | $2,381-26.4% |
| Participant deferral / active EE | $3,065 | $2,968+3.3% | $3,686-16.9% | $3,470-11.7% |
| Admin fee / account holder | $551 | $5,417-89.8% | $6,521-91.6% | $4,888-88.7% |