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 5-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 | $16,474 | $104,251-84.2% | $91,001-81.9% | $147,584-88.8% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.6%+6.2pp | 82.8%-1.0pp |
| Annual return | -0.63% | 27.06%-27.7pp | 4.60%-5.2pp | 578.55%-579.2pp |
| Employer contribution / active EE | $544 | $3,116-82.5% | $2,456-77.9% | $4,876-88.8% |
| Participant deferral / active EE | $7,125 | $4,195+69.8% | $3,547+100.8% | $5,439+31.0% |
| Admin fee / account holder | $1,664 | $8,948-81.4% | $5,417-69.3% | $10,885-84.7% |