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 | $9,803 | $87,540-88.8% | $75,781-87.1% | $125,391-92.2% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.8%+15.8pp | 83.2%+8.5pp |
| Annual return | -10.23% | 13.48%-23.7pp | 9.68%-19.9pp | 282.22%-292.5pp |
| Employer contribution / active EE | $3,764 | $3,930-4.2% | $3,323+13.3% | $4,866-22.6% |
| Participant deferral / active EE | $3,774 | $4,229-10.8% | $3,651+3.4% | $5,352-29.5% |
| Admin fee / account holder | $308 | $6,502-95.3% | $5,299-94.2% | $9,540-96.8% |