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 | $11,537 | $110,094-89.5% | $151,611-92.4% | $68,494-83.2% |
| Participation rate | 81.0% | 84.0%-3.0pp | 87.5%-6.5pp | 67.9%+13.1pp |
| Annual return | -19.09% | -10.12%-9.0pp | 3.33%-22.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $4,059 | $4,471-9.2% | $6,166-34.2% | $2,596+56.3% |
| Participant deferral / active EE | $6,268 | $6,527-4.0% | $8,363-25.1% | $4,027+55.6% |
| Admin fee / account holder | $2,128 | $7,719-72.4% | $11,616-81.7% | $5,403-60.6% |