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 | $12,925 | $52,519-75.4% | $155,790-91.7% | $59,632-78.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -5.57% | 53.51%-59.1pp | 71.54%-77.1pp | 2041.28%-2046.9pp |
| Employer contribution / active EE | $1,744 | $1,589+9.8% | $3,836-54.5% | $2,203-20.8% |
| Participant deferral / active EE | $2,287 | $3,084-25.9% | $4,797-52.3% | $3,192-28.3% |
| Admin fee / account holder | $2,218 | $3,540-37.3% | $7,478-70.3% | $4,297-48.4% |