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 | $8,865 | $57,354-84.5% | $83,848-89.4% | $64,186-86.2% |
| Participation rate | 93.8% | 68.6%+25.1pp | 76.1%+17.6pp | 69.6%+24.2pp |
| Annual return | -27.16% | 11.38%-38.5pp | 850.88%-878.0pp | 7.63%-34.8pp |
| Employer contribution / active EE | $1,824 | $2,545-28.3% | $3,631-49.8% | $2,381-23.4% |
| Participant deferral / active EE | $4,948 | $2,993+65.3% | $4,082+21.2% | $3,470+42.6% |
| Admin fee / account holder | $554 | $4,046-86.3% | $5,478-89.9% | $4,888-88.7% |