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 10-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 | $8,123 | $43,327-81.3% | $59,878-86.4% | $64,186-87.3% |
| Participation rate | 72.1% | 69.2%+2.9pp | 74.7%-2.6pp | 69.6%+2.5pp |
| Annual return | -9.42% | -1.55%-7.9pp | 3.46%-12.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,604 | $2,028-20.9% | $2,722-41.1% | $2,381-32.6% |
| Participant deferral / active EE | $1,604 | $2,546-37.0% | $3,402-52.9% | $3,470-53.8% |
| Admin fee / account holder | $434 | $3,005-85.5% | $3,590-87.9% | $4,888-91.1% |