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 7-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 | $7,153 | $91,190-92.2% | $178,490-96.0% | $79,858-91.0% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 0.45% | 24.19%-23.7pp | 151.07%-150.6pp | 31.71%-31.3pp |
| Employer contribution / active EE | $1,395 | $3,256-57.2% | $5,011-72.2% | $2,471-43.5% |
| Participant deferral / active EE | $951 | $3,236-70.6% | $5,202-81.7% | $3,740-74.6% |
| Admin fee / account holder | $1,306 | $6,751-80.7% | $13,984-90.7% | $5,306-75.4% |