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 | $8,354 | $132,239-93.7% | $105,722-92.1% | $273,961-97.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | -0.13% | 10.07%-10.2pp | 12.25%-12.4pp | 41.45%-41.6pp |
| Employer contribution / active EE | $1,902 | $4,867-60.9% | $4,079-53.4% | $4,869-60.9% |
| Participant deferral / active EE | $2,591 | $6,233-58.4% | $5,326-51.3% | $5,287-51.0% |
| Admin fee / account holder | $1,105 | $12,032-90.8% | $8,308-86.7% | $10,132-89.1% |