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 | $16,188 | $62,586-74.1% | $76,768-78.9% | $64,186-74.8% |
| Participation rate | 84.0% | 72.8%+11.2pp | 77.0%+7.0pp | 69.6%+14.4pp |
| Annual return | -14.89% | -1.95%-12.9pp | 2.43%-17.3pp | 7.63%-22.5pp |
| Employer contribution / active EE | $1,380 | $1,832-24.7% | $2,485-44.5% | $2,381-42.1% |
| Participant deferral / active EE | $2,965 | $3,145-5.7% | $3,852-23.0% | $3,470-14.5% |
| Admin fee / account holder | $1,223 | $4,667-73.8% | $6,675-81.7% | $4,888-75.0% |