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 | $9,526 | $52,903-82.0% | $73,307-87.0% | $59,632-84.0% |
| Participation rate | 90.1% | 68.2%+21.9pp | 74.9%+15.2pp | 68.7%+21.5pp |
| Annual return | -5.56% | 12.20%-17.8pp | 5.67%-11.2pp | 2041.28%-2046.8pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,115 | $4,069+1.1% | $4,991-17.5% | $3,192+28.9% |
| Admin fee / account holder | $351 | $3,834-90.8% | $5,637-93.8% | $4,297-91.8% |