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 | $5,427 | $49,177-89.0% | $79,464-93.2% | $64,186-91.5% |
| Participation rate | 77.8% | 65.0%+12.7pp | 73.3%+4.4pp | 69.6%+8.2pp |
| Annual return | -10.89% | -1.16%-9.7pp | 718.14%-729.0pp | 7.63%-18.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,840 | $2,821-34.8% | $3,704-50.3% | $3,470-47.0% |
| Admin fee / account holder | $553 | $3,839-85.6% | $5,113-89.2% | $4,888-88.7% |