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 | $18,344 | $71,192-74.2% | $117,854-84.4% | $62,292-70.6% |
| Participation rate | 90.4% | 74.2%+16.2pp | 79.7%+10.7pp | 69.5%+20.9pp |
| Annual return | -5.94% | 18.66%-24.6pp | 335.08%-341.0pp | 28.90%-34.8pp |
| Employer contribution / active EE | $1,873 | $1,934-3.1% | $3,786-50.5% | $2,042-8.3% |
| Participant deferral / active EE | $2,116 | $3,189-33.6% | $4,482-52.8% | $3,169-33.2% |
| Admin fee / account holder | $733 | $587+24.8% | $8,020-90.9% | $479+52.9% |