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 | $13,501 | $72,012-81.3% | $185,823-92.7% | $79,858-83.1% |
| Participation rate | 83.9% | 65.8%+18.2pp | 78.0%+5.9pp | 69.6%+14.3pp |
| Annual return | -40.03% | 23.12%-63.1pp | 35.95%-76.0pp | 31.71%-71.7pp |
| Employer contribution / active EE | $1,835 | $1,965-6.6% | $4,087-55.1% | $2,471-25.7% |
| Participant deferral / active EE | $3,037 | $3,779-19.6% | $5,632-46.1% | $3,740-18.8% |
| Admin fee / account holder | $7,739 | $4,513+71.5% | $9,500-18.5% | $5,306+45.8% |