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 | $14,327 | $57,354-75.0% | $83,848-82.9% | $64,186-77.7% |
| Participation rate | 79.7% | 68.6%+11.1pp | 76.1%+3.6pp | 69.6%+10.1pp |
| Annual return | -10.84% | 11.38%-22.2pp | 850.88%-861.7pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,676 | $2,545-34.1% | $3,631-53.8% | $2,381-29.6% |
| Participant deferral / active EE | $2,546 | $2,993-14.9% | $4,082-37.6% | $3,470-26.6% |
| Admin fee / account holder | $399 | $4,046-90.1% | $5,478-92.7% | $4,888-91.8% |