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 | $15,463 | $92,222-83.2% | $76,768-79.9% | $135,375-88.6% |
| Participation rate | 70.8% | 79.8%-8.9pp | 77.0%-6.1pp | 82.6%-11.8pp |
| Annual return | -10.76% | 5.46%-16.2pp | 2.43%-13.2pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,978 | $3,216-38.5% | $2,485-20.4% | $4,779-58.6% |
| Participant deferral / active EE | $5,852 | $4,509+29.8% | $3,852+51.9% | $5,609+4.3% |
| Admin fee / account holder | $2,836 | $10,748-73.6% | $6,675-57.5% | $10,827-73.8% |