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 | $13,866 | $92,222-85.0% | $76,768-81.9% | $135,375-89.8% |
| Participation rate | 84.2% | 79.8%+4.4pp | 77.0%+7.2pp | 82.6%+1.6pp |
| Annual return | -15.22% | 5.46%-20.7pp | 2.43%-17.7pp | 519.73%-535.0pp |
| Employer contribution / active EE | $1,032 | $3,216-67.9% | $2,485-58.5% | $4,779-78.4% |
| Participant deferral / active EE | $5,787 | $4,509+28.4% | $3,852+50.2% | $5,609+3.2% |
| Admin fee / account holder | $432 | $10,748-96.0% | $6,675-93.5% | $10,827-96.0% |