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 | $10,259 | $61,660-83.4% | $80,019-87.2% | $64,186-84.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -10.66% | -0.33%-10.3pp | 11.22%-21.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $2,762 | $1,810+52.5% | $2,468+11.9% | $2,381+16.0% |
| Participant deferral / active EE | $2,060 | $2,968-30.6% | $3,686-44.1% | $3,470-40.6% |
| Admin fee / account holder | $544 | $5,417-90.0% | $6,521-91.7% | $4,888-88.9% |