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 | $6,751 | $43,327-84.4% | $59,878-88.7% | $64,186-89.5% |
| Participation rate | 70.7% | 69.2%+1.6pp | 74.7%-4.0pp | 69.6%+1.2pp |
| Annual return | -7.94% | -1.55%-6.4pp | 3.46%-11.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $981 | $2,028-51.6% | $2,722-64.0% | $2,381-58.8% |
| Participant deferral / active EE | $1,387 | $2,546-45.5% | $3,402-59.2% | $3,470-60.0% |
| Admin fee / account holder | $348 | $3,005-88.4% | $3,590-90.3% | $4,888-92.9% |