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 5-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 | $9,053 | $81,900-88.9% | $119,609-92.4% | $68,494-86.8% |
| Participation rate | 75.7% | 71.9%+3.8pp | 79.3%-3.6pp | 67.9%+7.8pp |
| Annual return | -19.61% | -23.82%+4.2pp | -14.97%-4.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,866 | $4,148+17.3% | $5,602-13.1% | $4,027+20.8% |
| Admin fee / account holder | $451 | $6,582-93.2% | $10,323-95.6% | $5,403-91.7% |