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 | $7,886 | $76,000-89.6% | $154,107-94.9% | $64,186-87.7% |
| Participation rate | 84.2% | 70.4%+13.8pp | 83.0%+1.2pp | 69.6%+14.6pp |
| Annual return | -14.85% | 30.32%-45.2pp | 735.12%-750.0pp | 7.63%-22.5pp |
| Employer contribution / active EE | $1,693 | $3,351-49.5% | $5,298-68.0% | $2,381-28.9% |
| Participant deferral / active EE | $4,132 | $3,175+30.1% | $5,081-18.7% | $3,470+19.1% |
| Admin fee / account holder | $349 | $5,596-93.8% | $13,411-97.4% | $4,888-92.9% |