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 | $13,372 | $62,586-78.6% | $76,768-82.6% | $64,186-79.2% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | -14.70% | -1.95%-12.8pp | 2.43%-17.1pp | 7.63%-22.3pp |
| Employer contribution / active EE | $627 | $1,832-65.8% | $2,485-74.8% | $2,381-73.7% |
| Participant deferral / active EE | $3,915 | $3,145+24.5% | $3,852+1.6% | $3,470+12.8% |
| Admin fee / account holder | $343 | $4,667-92.7% | $6,675-94.9% | $4,888-93.0% |