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 | $13,196 | $71,883-81.6% | $86,677-84.8% | $68,494-80.7% |
| Participation rate | 72.0% | 72.2%-0.2pp | 76.6%-4.6pp | 67.9%+4.1pp |
| Annual return | -19.92% | 3.52%-23.4pp | 35.91%-55.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $964 | $2,173-55.6% | $2,836-66.0% | $2,596-62.9% |
| Participant deferral / active EE | $4,363 | $3,779+15.5% | $4,656-6.3% | $4,027+8.3% |
| Admin fee / account holder | $453 | $6,112-92.6% | $7,493-94.0% | $5,403-91.6% |