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 7-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 | $21,642 | $71,883-69.9% | $86,677-75.0% | $68,494-68.4% |
| Participation rate | 85.2% | 72.2%+12.9pp | 76.6%+8.6pp | 67.9%+17.3pp |
| Annual return | -19.04% | 3.52%-22.6pp | 35.91%-54.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,473 | $2,173+59.8% | $2,836+22.4% | $2,596+33.8% |
| Participant deferral / active EE | $6,008 | $3,779+59.0% | $4,656+29.0% | $4,027+49.2% |
| Admin fee / account holder | $703 | $6,112-88.5% | $7,493-90.6% | $5,403-87.0% |