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 | $9,235 | $76,000-87.8% | $154,107-94.0% | $64,186-85.6% |
| Participation rate | 82.9% | 70.4%+12.4pp | 83.0%-0.2pp | 69.6%+13.3pp |
| Annual return | -10.28% | 30.32%-40.6pp | 735.12%-745.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $991 | $3,351-70.4% | $5,298-81.3% | $2,381-58.4% |
| Participant deferral / active EE | $2,466 | $3,175-22.3% | $5,081-51.5% | $3,470-28.9% |
| Admin fee / account holder | $526 | $5,596-90.6% | $13,411-96.1% | $4,888-89.2% |