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 | $11,348 | $76,000-85.1% | $154,107-92.6% | $64,186-82.3% |
| Participation rate | 84.8% | 70.4%+14.4pp | 83.0%+1.8pp | 69.6%+15.3pp |
| Annual return | -9.99% | 30.32%-40.3pp | 735.12%-745.1pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,423 | $3,351-57.5% | $5,298-73.1% | $2,381-40.2% |
| Participant deferral / active EE | $3,101 | $3,175-2.3% | $5,081-39.0% | $3,470-10.6% |
| Admin fee / account holder | $1,065 | $5,596-81.0% | $13,411-92.1% | $4,888-78.2% |