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 3-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 | $11,975 | $71,050-83.1% | $93,606-87.2% | $80,856-85.2% |
| Participation rate | 85.1% | 60.4%+24.7pp | 68.7%+16.4pp | 67.6%+17.5pp |
| Annual return | -1.48% | 11.26%-12.7pp | 133.20%-134.7pp | 35.59%-37.1pp |
| Employer contribution / active EE | $1,818 | $1,564+16.2% | $2,420-24.9% | $2,755-34.0% |
| Participant deferral / active EE | $3,826 | $4,034-5.1% | $4,411-13.3% | $4,296-10.9% |
| Admin fee / account holder | $2,991 | $6,945-56.9% | $8,285-63.9% | $6,918-56.8% |