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 9-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 | $10,955 | $85,790-87.2% | $67,313-83.7% | $135,375-91.9% |
| Participation rate | 70.8% | 76.5%-5.6pp | 69.1%+1.8pp | 82.6%-11.8pp |
| Annual return | -26.11% | -0.54%-25.6pp | -4.08%-22.0pp | 519.73%-545.8pp |
| Employer contribution / active EE | $2,236 | $3,487-35.9% | $2,566-12.8% | $4,779-53.2% |
| Participant deferral / active EE | $4,203 | $4,651-9.6% | $3,568+17.8% | $5,609-25.1% |
| Admin fee / account holder | $330 | $6,392-94.8% | $4,507-92.7% | $10,827-96.9% |