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 | $2,557 | $93,024-97.3% | $77,024-96.7% | $134,475-98.1% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -22.86% | 62.60%-85.5pp | 42.32%-65.2pp | 417.96%-440.8pp |
| Employer contribution / active EE | $672 | $3,418-80.4% | $2,812-76.1% | $4,740-85.8% |
| Participant deferral / active EE | $1,315 | $5,238-74.9% | $4,426-70.3% | $6,400-79.5% |
| Admin fee / account holder | $520 | $6,944-92.5% | $5,425-90.4% | $11,426-95.5% |