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 | $8,007 | $42,383-81.1% | $76,523-89.5% | $64,186-87.5% |
| Participation rate | 84.7% | 58.1%+26.6pp | 68.0%+16.7pp | 69.6%+15.2pp |
| Annual return | -19.80% | -16.54%-3.3pp | -0.27%-19.5pp | 7.63%-27.4pp |
| Employer contribution / active EE | $2,010 | $1,563+28.6% | $2,647-24.1% | $2,381-15.6% |
| Participant deferral / active EE | $2,942 | $2,566+14.6% | $3,835-23.3% | $3,470-15.2% |
| Admin fee / account holder | $1,166 | $3,198-63.5% | $4,848-75.9% | $4,888-76.1% |