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 | $18,992 | $142,344-86.7% | $119,609-84.1% | $134,475-85.9% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -32.97% | -12.44%-20.5pp | -14.97%-18.0pp | 417.96%-450.9pp |
| Employer contribution / active EE | $3,308 | $5,222-36.6% | $4,232-21.8% | $4,740-30.2% |
| Participant deferral / active EE | $9,741 | $6,469+50.6% | $5,602+73.9% | $6,400+52.2% |
| Admin fee / account holder | $638 | $13,584-95.3% | $10,323-93.8% | $11,426-94.4% |