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 6-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 | $11,630 | $167,307-93.0% | $143,757-91.9% | $134,475-91.4% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -20.93% | 0.46%-21.4pp | -0.04%-20.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,636 | $5,619-70.9% | $4,951-67.0% | $4,740-65.5% |
| Participant deferral / active EE | $3,473 | $6,446-46.1% | $5,637-38.4% | $6,400-45.7% |
| Admin fee / account holder | $475 | $18,088-97.4% | $14,673-96.8% | $11,426-95.8% |