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 | $6,266 | $53,412-88.3% | $68,509-90.9% | $52,331-88.0% |
| Participation rate | 98.0% | 71.7%+26.3pp | 74.7%+23.3pp | 68.1%+29.9pp |
| Annual return | -3.04% | 3.42%-6.5pp | 8.27%-11.3pp | 4.54%-7.6pp |
| Employer contribution / active EE | $2,119 | $1,607+31.9% | $2,278-7.0% | $1,882+12.6% |
| Participant deferral / active EE | $3,166 | $2,688+17.8% | $3,382-6.4% | $3,022+4.7% |
| Admin fee / account holder | $2,010 | $461+336.1% | $5,275-61.9% | $592+239.7% |