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 | $18,741 | $197,591-90.5% | $177,821-89.5% | $158,922-88.2% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | -7.28% | 58.76%-66.0pp | 48.32%-55.6pp | 302.83%-310.1pp |
| Employer contribution / active EE | $1,734 | $6,697-74.1% | $5,918-70.7% | $4,761-63.6% |
| Participant deferral / active EE | $5,788 | $8,405-31.1% | $7,714-25.0% | $5,982-3.2% |
| Admin fee / account holder | $3,251 | $15,399-78.9% | $12,427-73.8% | $11,246-71.1% |