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 7-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 | $6,269 | $57,354-89.1% | $83,848-92.5% | $64,186-90.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -11.00% | 11.38%-22.4pp | 850.88%-861.9pp | 7.63%-18.6pp |
| Employer contribution / active EE | $1,617 | $2,545-36.5% | $3,631-55.5% | $2,381-32.1% |
| Participant deferral / active EE | $1,713 | $2,993-42.8% | $4,082-58.0% | $3,470-50.6% |
| Admin fee / account holder | $351 | $4,046-91.3% | $5,478-93.6% | $4,888-92.8% |