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 | $7,533 | $57,354-86.9% | $83,848-91.0% | $64,186-88.3% |
| Participation rate | 78.4% | 68.6%+9.8pp | 76.1%+2.3pp | 69.6%+8.9pp |
| Annual return | -12.72% | 11.38%-24.1pp | 850.88%-863.6pp | 7.63%-20.4pp |
| Employer contribution / active EE | $1,069 | $2,545-58.0% | $3,631-70.6% | $2,381-55.1% |
| Participant deferral / active EE | $2,281 | $2,993-23.8% | $4,082-44.1% | $3,470-34.3% |
| Admin fee / account holder | $433 | $4,046-89.3% | $5,478-92.1% | $4,888-91.2% |