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 8-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 | $9,809 | $71,883-86.4% | $86,677-88.7% | $68,494-85.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -20.51% | 3.52%-24.0pp | 35.91%-56.4pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,286 | $2,173-40.8% | $2,836-54.6% | $2,596-50.4% |
| Participant deferral / active EE | $2,778 | $3,779-26.5% | $4,656-40.3% | $4,027-31.0% |
| Admin fee / account holder | $537 | $6,112-91.2% | $7,493-92.8% | $5,403-90.1% |