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 7-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 | $4,032 | $54,350-92.6% | $82,719-95.1% | $68,494-94.1% |
| Participation rate | 86.8% | 63.9%+22.9pp | 72.6%+14.3pp | 67.9%+19.0pp |
| Annual return | -20.55% | -13.67%-6.9pp | 701.18%-721.7pp | -7.84%-12.7pp |
| Employer contribution / active EE | $436 | $2,218-80.3% | $3,009-85.5% | $2,596-83.2% |
| Participant deferral / active EE | $1,930 | $3,246-40.5% | $4,395-56.1% | $4,027-52.1% |
| Admin fee / account holder | $1,341 | $4,395-69.5% | $5,329-74.8% | $5,403-75.2% |