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 | $16,273 | $64,707-74.9% | $112,228-85.5% | $68,494-76.2% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.1%+2.7pp | 67.9%+9.9pp |
| Annual return | -19.83% | -11.40%-8.4pp | 27.45%-47.3pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,718 | $2,746-37.4% | $3,635-52.7% | $2,596-33.8% |
| Participant deferral / active EE | $2,400 | $3,565-32.7% | $4,728-49.2% | $4,027-40.4% |
| Admin fee / account holder | $414 | $5,232-92.1% | $6,410-93.5% | $5,403-92.3% |