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 | $13,533 | $59,805-77.4% | $79,550-83.0% | $68,494-80.2% |
| Participation rate | 91.9% | 61.1%+30.8pp | 69.5%+22.4pp | 67.9%+24.0pp |
| Annual return | -22.83% | -12.30%-10.5pp | 0.16%-23.0pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,562 | $1,505+3.8% | $2,413-35.3% | $2,596-39.8% |
| Participant deferral / active EE | $4,818 | $3,024+59.3% | $3,985+20.9% | $4,027+19.6% |
| Admin fee / account holder | $387 | $4,835-92.0% | $6,832-94.3% | $5,403-92.8% |