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 | $16,940 | $59,186-71.4% | $76,768-77.9% | $56,287-69.9% |
| Participation rate | 78.8% | 75.2%+3.6pp | 77.0%+1.9pp | 69.9%+9.0pp |
| Annual return | -9.35% | 6.62%-16.0pp | 2.43%-11.8pp | -9.96%+0.6pp |
| Employer contribution / active EE | $1,144 | $1,759-35.0% | $2,485-54.0% | $2,111-45.8% |
| Participant deferral / active EE | $1,795 | $3,255-44.9% | $3,852-53.4% | $3,350-46.4% |
| Admin fee / account holder | $706 | $489+44.4% | $6,675-89.4% | $521+35.5% |