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 | $18,807 | $77,813-75.8% | $123,544-84.8% | $64,186-70.7% |
| Participation rate | 70.5% | 74.7%-4.3pp | 82.3%-11.8pp | 69.6%+0.9pp |
| Annual return | -10.26% | 12.48%-22.7pp | 119.20%-129.5pp | 7.63%-17.9pp |
| Employer contribution / active EE | $2,432 | $3,014-19.3% | $4,628-47.4% | $2,381+2.2% |
| Participant deferral / active EE | $3,269 | $5,240-37.6% | $6,426-49.1% | $3,470-5.8% |
| Admin fee / account holder | $2,296 | $5,519-58.4% | $9,284-75.3% | $4,888-53.0% |