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 | $10,650 | $64,707-83.5% | $112,228-90.5% | $68,494-84.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -21.00% | -11.40%-9.6pp | 27.45%-48.4pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,796 | $2,746-34.6% | $3,635-50.6% | $2,596-30.8% |
| Participant deferral / active EE | $4,055 | $3,565+13.8% | $4,728-14.2% | $4,027+0.7% |
| Admin fee / account holder | $908 | $5,232-82.6% | $6,410-85.8% | $5,403-83.2% |