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 | $12,019 | $45,566-73.6% | $64,105-81.3% | $59,632-79.8% |
| Participation rate | 74.6% | 60.2%+14.5pp | 68.2%+6.5pp | 68.7%+6.0pp |
| Annual return | -3.41% | 4.95%-8.4pp | 791.24%-794.7pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $1,210 | $934+29.5% | $1,820-33.5% | $2,203-45.1% |
| Participant deferral / active EE | $2,251 | $2,057+9.5% | $2,822-20.2% | $3,192-29.5% |
| Admin fee / account holder | $304 | $3,268-90.7% | $4,499-93.2% | $4,297-92.9% |