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 | $13,030 | $54,380-76.0% | $68,509-81.0% | $59,632-78.2% |
| Participation rate | 84.4% | 70.2%+14.2pp | 74.7%+9.6pp | 68.7%+15.7pp |
| Annual return | -2.58% | 2.83%-5.4pp | 8.27%-10.8pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $634 | $1,539-58.8% | $2,278-72.1% | $2,203-71.2% |
| Participant deferral / active EE | $1,759 | $2,643-33.5% | $3,382-48.0% | $3,192-44.9% |
| Admin fee / account holder | $4,638 | $3,885+19.4% | $5,275-12.1% | $4,297+7.9% |