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 5-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 | $15,272 | $100,754-84.8% | $86,677-82.4% | $134,475-88.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -37.23% | 29.04%-66.3pp | 35.91%-73.1pp | 417.96%-455.2pp |
| Employer contribution / active EE | $7,134 | $3,489+104.5% | $2,836+151.5% | $4,740+50.5% |
| Participant deferral / active EE | $9,986 | $5,338+87.1% | $4,656+114.5% | $6,400+56.0% |
| Admin fee / account holder | $3,712 | $10,926-66.0% | $7,493-50.5% | $11,426-67.5% |