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 | $14,888 | $77,813-80.9% | $123,544-87.9% | $64,186-76.8% |
| Participation rate | 77.8% | 74.7%+3.1pp | 82.3%-4.5pp | 69.6%+8.2pp |
| Annual return | -20.98% | 12.48%-33.5pp | 119.20%-140.2pp | 7.63%-28.6pp |
| Employer contribution / active EE | $3,305 | $3,014+9.7% | $4,628-28.6% | $2,381+38.8% |
| Participant deferral / active EE | $6,392 | $5,240+22.0% | $6,426-0.5% | $3,470+84.2% |
| Admin fee / account holder | $1,726 | $5,519-68.7% | $9,284-81.4% | $4,888-64.7% |