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 9-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 | $16,493 | $110,094-85.0% | $151,611-89.1% | $68,494-75.9% |
| Participation rate | 81.6% | 84.0%-2.3pp | 87.5%-5.9pp | 67.9%+13.7pp |
| Annual return | -21.91% | -10.12%-11.8pp | 3.33%-25.2pp | -7.84%-14.1pp |
| Employer contribution / active EE | $2,114 | $4,471-52.7% | $6,166-65.7% | $2,596-18.6% |
| Participant deferral / active EE | $4,680 | $6,527-28.3% | $8,363-44.0% | $4,027+16.2% |
| Admin fee / account holder | $1,230 | $7,719-84.1% | $11,616-89.4% | $5,403-77.2% |