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 8-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 | $15,050 | $142,344-89.4% | $119,609-87.4% | $134,475-88.8% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -21.65% | -12.44%-9.2pp | -14.97%-6.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,943 | $5,222-43.7% | $4,232-30.5% | $4,740-37.9% |
| Participant deferral / active EE | $5,249 | $6,469-18.9% | $5,602-6.3% | $6,400-18.0% |
| Admin fee / account holder | $426 | $13,584-96.9% | $10,323-95.9% | $11,426-96.3% |