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 3-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 | $4,154 | $133,958-96.9% | $112,228-96.3% | $134,475-96.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -22.74% | 47.11%-69.9pp | 27.45%-50.2pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,384 | $4,038-65.7% | $3,635-61.9% | $4,740-70.8% |
| Participant deferral / active EE | $2,028 | $5,291-61.7% | $4,728-57.1% | $6,400-68.3% |
| Admin fee / account holder | $384 | $7,489-94.9% | $6,410-94.0% | $11,426-96.6% |