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 | $14,645 | $167,307-91.2% | $143,757-89.8% | $134,475-89.1% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -22.86% | 0.46%-23.3pp | -0.04%-22.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,473 | $5,619-73.8% | $4,951-70.2% | $4,740-68.9% |
| Participant deferral / active EE | $7,103 | $6,446+10.2% | $5,637+26.0% | $6,400+11.0% |
| Admin fee / account holder | $768 | $18,088-95.8% | $14,673-94.8% | $11,426-93.3% |