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 3-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 | $14,665 | $52,681-72.2% | $75,781-80.6% | $59,632-75.4% |
| Participation rate | 81.4% | 67.2%+14.2pp | 75.8%+5.6pp | 68.7%+12.7pp |
| Annual return | -3.35% | 2.95%-6.3pp | 9.68%-13.0pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $2,798 | $2,193+27.6% | $3,323-15.8% | $2,203+27.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $869 | $3,610-75.9% | $5,299-83.6% | $4,297-79.8% |