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 | $17,652 | $50,958-65.4% | $74,550-76.3% | $64,186-72.5% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.1%+22.9pp | 69.6%+22.4pp |
| Annual return | -8.26% | -1.86%-6.4pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $4,089 | $1,115+266.6% | $1,961+108.5% | $2,381+71.7% |
| Participant deferral / active EE | $1,429 | $2,301-37.9% | $3,108-54.0% | $3,470-58.8% |
| Admin fee / account holder | $1,163 | $4,223-72.4% | $5,060-77.0% | $4,888-76.2% |