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 | $14,680 | $100,754-85.4% | $86,677-83.1% | $134,475-89.1% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -20.61% | 29.04%-49.6pp | 35.91%-56.5pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,905 | $3,489-45.4% | $2,836-32.8% | $4,740-59.8% |
| Participant deferral / active EE | $3,335 | $5,338-37.5% | $4,656-28.4% | $6,400-47.9% |
| Admin fee / account holder | $2,648 | $10,926-75.8% | $7,493-64.7% | $11,426-76.8% |