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 | $7,249 | $49,280-85.3% | $67,313-89.2% | $64,186-88.7% |
| Participation rate | 93.0% | 60.8%+32.2pp | 69.1%+23.9pp | 69.6%+23.5pp |
| Annual return | -15.38% | -1.39%-14.0pp | -4.08%-11.3pp | 7.63%-23.0pp |
| Employer contribution / active EE | $3,362 | $1,668+101.5% | $2,566+31.0% | $2,381+41.2% |
| Participant deferral / active EE | $2,431 | $2,484-2.1% | $3,568-31.9% | $3,470-29.9% |
| Admin fee / account holder | $766 | $3,863-80.2% | $4,507-83.0% | $4,888-84.3% |