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 | $14,716 | $61,660-76.1% | $80,019-81.6% | $64,186-77.1% |
| Participation rate | 89.3% | 71.7%+17.6pp | 75.8%+13.5pp | 69.6%+19.7pp |
| Annual return | -8.05% | -0.33%-7.7pp | 11.22%-19.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,293 | $1,810-28.6% | $2,468-47.6% | $2,381-45.7% |
| Participant deferral / active EE | $1,557 | $2,968-47.5% | $3,686-57.8% | $3,470-55.1% |
| Admin fee / account holder | $762 | $5,417-85.9% | $6,521-88.3% | $4,888-84.4% |