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 | $25,173 | $72,404-65.2% | $110,238-77.2% | $64,186-60.8% |
| Participation rate | 89.3% | 73.3%+15.9pp | 79.8%+9.5pp | 69.6%+19.7pp |
| Annual return | -8.58% | -6.29%-2.3pp | 314.74%-323.3pp | 7.63%-16.2pp |
| Employer contribution / active EE | $3,370 | $2,282+47.7% | $3,826-11.9% | $2,381+41.6% |
| Participant deferral / active EE | $5,593 | $3,469+61.2% | $4,672+19.7% | $3,470+61.2% |
| Admin fee / account holder | $1,532 | $5,664-73.0% | $8,547-82.1% | $4,888-68.7% |