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 6-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 | $18,944 | $71,883-73.6% | $86,677-78.1% | $68,494-72.3% |
| Participation rate | 74.1% | 72.2%+1.9pp | 76.6%-2.4pp | 67.9%+6.2pp |
| Annual return | -20.96% | 3.52%-24.5pp | 35.91%-56.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $652 | $2,173-70.0% | $2,836-77.0% | $2,596-74.9% |
| Participant deferral / active EE | $3,819 | $3,779+1.1% | $4,656-18.0% | $4,027-5.2% |
| Admin fee / account holder | $864 | $6,112-85.9% | $7,493-88.5% | $5,403-84.0% |