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 3-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 | $1,356 | $57,057-97.6% | $85,009-98.4% | $80,874-98.3% |
| Participation rate | 91.2% | 56.4%+34.8pp | 67.5%+23.7pp | 67.6%+23.5pp |
| Annual return | 5.73% | 21.66%-15.9pp | 66.47%-60.7pp | 35.62%-29.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $812 | $3,112-73.9% | $4,522-82.1% | $4,297-81.1% |
| Admin fee / account holder | $377 | $4,986-92.4% | $6,153-93.9% | $6,935-94.6% |