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 | $10,202 | $92,222-88.9% | $76,768-86.7% | $135,375-92.5% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -9.40% | 5.46%-14.9pp | 2.43%-11.8pp | 519.73%-529.1pp |
| Employer contribution / active EE | $866 | $3,216-73.1% | $2,485-65.1% | $4,779-81.9% |
| Participant deferral / active EE | $2,371 | $4,509-47.4% | $3,852-38.4% | $5,609-57.7% |
| Admin fee / account holder | $645 | $10,748-94.0% | $6,675-90.3% | $10,827-94.0% |