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 | $14,203 | $65,703-78.4% | $94,224-84.9% | $59,632-76.2% |
| Participation rate | 75.6% | 72.1%+3.5pp | 78.8%-3.2pp | 68.7%+6.9pp |
| Annual return | -4.83% | 5.22%-10.0pp | 10.68%-15.5pp | 2041.28%-2046.1pp |
| Employer contribution / active EE | $1,261 | $2,021-37.6% | $3,587-64.8% | $2,203-42.7% |
| Participant deferral / active EE | $2,293 | $3,143-27.0% | $4,320-46.9% | $3,192-28.2% |
| Admin fee / account holder | $307 | $4,264-92.8% | $6,269-95.1% | $4,297-92.8% |