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 9-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 | $9,760 | $50,958-80.8% | $74,550-86.9% | $64,186-84.8% |
| Participation rate | 71.4% | 61.1%+10.4pp | 69.1%+2.3pp | 69.6%+1.9pp |
| Annual return | -12.35% | -1.86%-10.5pp | 32.53%-44.9pp | 7.63%-20.0pp |
| Employer contribution / active EE | $1,098 | $1,115-1.6% | $1,961-44.0% | $2,381-53.9% |
| Participant deferral / active EE | $2,840 | $2,301+23.4% | $3,108-8.6% | $3,470-18.1% |
| Admin fee / account holder | $1,213 | $4,223-71.3% | $5,060-76.0% | $4,888-75.2% |