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 | $6,926 | $69,518-90.0% | $59,878-88.4% | $135,375-94.9% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.7%+16.2pp | 82.6%+8.3pp |
| Annual return | -11.46% | 7.94%-19.4pp | 3.46%-14.9pp | 519.73%-531.2pp |
| Employer contribution / active EE | $630 | $3,235-80.5% | $2,722-76.9% | $4,779-86.8% |
| Participant deferral / active EE | $3,288 | $4,206-21.8% | $3,402-3.3% | $5,609-41.4% |
| Admin fee / account holder | $436 | $5,734-92.4% | $3,590-87.9% | $10,827-96.0% |