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 4-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 | $12,279 | $167,307-92.7% | $143,757-91.5% | $134,475-90.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.31% | 0.46%-24.8pp | -0.04%-24.3pp | 417.96%-442.3pp |
| Employer contribution / active EE | $3,145 | $5,619-44.0% | $4,951-36.5% | $4,740-33.7% |
| Participant deferral / active EE | $4,530 | $6,446-29.7% | $5,637-19.6% | $6,400-29.2% |
| Admin fee / account holder | $1,002 | $18,088-94.5% | $14,673-93.2% | $11,426-91.2% |