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 | $16,378 | $127,100-87.1% | $105,738-84.5% | $135,375-87.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 76.3%+13.7pp | 82.6%+7.4pp |
| Annual return | -10.14% | 4.49%-14.6pp | 6.27%-16.4pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,528 | $4,107-62.8% | $3,268-53.3% | $4,779-68.0% |
| Participant deferral / active EE | $3,196 | $5,064-36.9% | $4,080-21.7% | $5,609-43.0% |
| Admin fee / account holder | $385 | $9,087-95.8% | $6,913-94.4% | $10,827-96.4% |