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 | $12,998 | $97,044-86.6% | $83,333-84.4% | $135,375-90.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.67% | 12.31%-27.0pp | 10.63%-25.3pp | 519.73%-534.4pp |
| Employer contribution / active EE | $3,095 | $4,143-25.3% | $3,379-8.4% | $4,779-35.2% |
| Participant deferral / active EE | $5,702 | $5,964-4.4% | $5,565+2.5% | $5,609+1.7% |
| Admin fee / account holder | $1,351 | $8,380-83.9% | $7,510-82.0% | $10,827-87.5% |