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 | $7,642 | $181,894-95.8% | $156,549-95.1% | $273,961-97.2% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | -77.57% | 30.74%-108.3pp | 32.23%-109.8pp | 41.45%-119.0pp |
| Employer contribution / active EE | $4,934 | $6,248-21.0% | $5,501-10.3% | $4,869+1.3% |
| Participant deferral / active EE | $3,965 | $5,550-28.6% | $4,871-18.6% | $5,287-25.0% |
| Admin fee / account holder | $3,214 | $15,559-79.3% | $13,027-75.3% | $10,132-68.3% |