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 6-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 | $8,094 | $73,867-89.0% | $143,757-94.4% | $68,494-88.2% |
| Participation rate | 97.1% | 66.7%+30.5pp | 80.3%+16.8pp | 67.9%+29.3pp |
| Annual return | -21.90% | 1.01%-22.9pp | -0.04%-21.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $3,393 | $3,184+6.6% | $4,951-31.5% | $2,596+30.7% |
| Participant deferral / active EE | $3,581 | $3,384+5.8% | $5,637-36.5% | $4,027-11.1% |
| Admin fee / account holder | $413 | $5,755-92.8% | $14,673-97.2% | $5,403-92.4% |