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 | $9,085 | $62,586-85.5% | $76,768-88.2% | $64,186-85.8% |
| Participation rate | 94.9% | 72.8%+22.1pp | 77.0%+17.9pp | 69.6%+25.3pp |
| Annual return | -14.36% | -1.95%-12.4pp | 2.43%-16.8pp | 7.63%-22.0pp |
| Employer contribution / active EE | $2,415 | $1,832+31.8% | $2,485-2.8% | $2,381+1.4% |
| Participant deferral / active EE | $3,716 | $3,145+18.2% | $3,852-3.5% | $3,470+7.1% |
| Admin fee / account holder | $768 | $4,667-83.6% | $6,675-88.5% | $4,888-84.3% |