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 | $9,865 | $91,190-89.2% | $178,490-94.5% | $79,858-87.6% |
| Participation rate | 75.6% | 69.2%+6.4pp | 81.9%-6.3pp | 69.6%+6.0pp |
| Annual return | 0.69% | 24.19%-23.5pp | 151.07%-150.4pp | 31.71%-31.0pp |
| Employer contribution / active EE | $1,493 | $3,256-54.1% | $5,011-70.2% | $2,471-39.6% |
| Participant deferral / active EE | $2,489 | $3,236-23.1% | $5,202-52.1% | $3,740-33.4% |
| Admin fee / account holder | $301 | $6,751-95.5% | $13,984-97.9% | $5,306-94.3% |