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 | $4,281 | $107,015-96.0% | $73,545-94.2% | $147,584-97.1% |
| Participation rate | 75.0% | 66.4%+8.6pp | 54.9%+20.1pp | 82.8%-7.8pp |
| Annual return | -28.23% | 38.25%-66.5pp | -15.16%-13.1pp | 578.55%-606.8pp |
| Employer contribution / active EE | $944 | $1,760-46.4% | $1,219-22.6% | $4,876-80.6% |
| Participant deferral / active EE | $2,102 | $2,462-14.6% | $1,806+16.4% | $5,439-61.4% |
| Admin fee / account holder | $799 | $3,055-73.9% | $2,320-65.6% | $10,885-92.7% |