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 | $21,237 | $110,094-80.7% | $151,611-86.0% | $68,494-69.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -21.08% | -10.12%-11.0pp | 3.33%-24.4pp | -7.84%-13.2pp |
| Employer contribution / active EE | $2,957 | $4,471-33.9% | $6,166-52.0% | $2,596+13.9% |
| Participant deferral / active EE | $4,948 | $6,527-24.2% | $8,363-40.8% | $4,027+22.9% |
| Admin fee / account holder | $655 | $7,719-91.5% | $11,616-94.4% | $5,403-87.9% |