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 | $5,648 | $81,460-93.1% | $103,333-94.5% | $80,856-93.0% |
| Participation rate | 83.9% | 66.8%+17.0pp | 74.5%+9.4pp | 67.6%+16.2pp |
| Annual return | 1.57% | 25.55%-24.0pp | 24.88%-23.3pp | 35.59%-34.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,799 | $3,869-53.5% | $5,057-64.4% | $4,296-58.1% |
| Admin fee / account holder | $1,320 | $6,566-79.9% | $8,355-84.2% | $6,918-80.9% |