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 | $3,795 | $167,307-97.7% | $143,757-97.4% | $134,475-97.2% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -25.93% | 0.46%-26.4pp | -0.04%-25.9pp | 417.96%-443.9pp |
| Employer contribution / active EE | $1,478 | $5,619-73.7% | $4,951-70.1% | $4,740-68.8% |
| Participant deferral / active EE | $2,208 | $6,446-65.7% | $5,637-60.8% | $6,400-65.5% |
| Admin fee / account holder | $698 | $18,088-96.1% | $14,673-95.2% | $11,426-93.9% |