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 | $6,300 | $99,918-93.7% | $81,382-92.3% | $145,922-95.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | -44.55% | 34.32%-78.9pp | 24.73%-69.3pp | 561.29%-605.8pp |
| Employer contribution / active EE | $962 | $2,978-67.7% | $2,463-61.0% | $4,660-79.4% |
| Participant deferral / active EE | $2,851 | $4,605-38.1% | $3,883-26.6% | $6,688-57.4% |
| Admin fee / account holder | $1,471 | $8,212-82.1% | $5,768-74.5% | $13,397-89.0% |