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 | $15,682 | $45,566-65.6% | $64,105-75.5% | $59,632-73.7% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -3.28% | 4.95%-8.2pp | 791.24%-794.5pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $847 | $934-9.3% | $1,820-53.4% | $2,203-61.5% |
| Participant deferral / active EE | $3,936 | $2,057+91.4% | $2,822+39.5% | $3,192+23.3% |
| Admin fee / account holder | $2,530 | $3,268-22.6% | $4,499-43.8% | $4,297-41.1% |