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 | $6,538 | $59,805-89.1% | $79,550-91.8% | $68,494-90.5% |
| Participation rate | 80.8% | 61.1%+19.7pp | 69.5%+11.3pp | 67.9%+12.9pp |
| Annual return | -22.80% | -12.30%-10.5pp | 0.16%-23.0pp | -7.84%-15.0pp |
| Employer contribution / active EE | $850 | $1,505-43.5% | $2,413-64.8% | $2,596-67.3% |
| Participant deferral / active EE | $3,787 | $3,024+25.2% | $3,985-5.0% | $4,027-6.0% |
| Admin fee / account holder | $312 | $4,835-93.5% | $6,832-95.4% | $5,403-94.2% |