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 | $16,820 | $64,119-73.8% | $112,228-85.0% | $66,914-74.9% |
| Participation rate | 78.5% | 68.5%+10.0pp | 75.1%+3.4pp | 69.8%+8.7pp |
| Annual return | -21.57% | -13.81%-7.8pp | 27.45%-49.0pp | 1.58%-23.2pp |
| Employer contribution / active EE | $2,374 | $3,005-21.0% | $3,635-34.7% | $2,544-6.7% |
| Participant deferral / active EE | $2,896 | $3,693-21.6% | $4,728-38.7% | $4,237-31.6% |
| Admin fee / account holder | $1,375 | $625+119.9% | $6,410-78.6% | $593+131.7% |