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 | $5,900 | $87,540-93.3% | $75,781-92.2% | $125,391-95.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -10.39% | 13.48%-23.9pp | 9.68%-20.1pp | 282.22%-292.6pp |
| Employer contribution / active EE | $6,735 | $3,930+71.4% | $3,323+102.7% | $4,866+38.4% |
| Participant deferral / active EE | $1,922 | $4,229-54.6% | $3,651-47.4% | $5,352-64.1% |
| Admin fee / account holder | $871 | $6,502-86.6% | $5,299-83.6% | $9,540-90.9% |