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 | $25,283 | $72,404-65.1% | $110,238-77.1% | $64,186-60.6% |
| Participation rate | 97.7% | 73.3%+24.3pp | 79.8%+17.9pp | 69.6%+28.1pp |
| Annual return | -9.01% | -6.29%-2.7pp | 314.74%-323.8pp | 7.63%-16.6pp |
| Employer contribution / active EE | $2,944 | $2,282+29.0% | $3,826-23.1% | $2,381+23.6% |
| Participant deferral / active EE | $4,386 | $3,469+26.4% | $4,672-6.1% | $3,470+26.4% |
| Admin fee / account holder | $1,539 | $5,664-72.8% | $8,547-82.0% | $4,888-68.5% |