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 | $16,892 | $142,344-88.1% | $119,609-85.9% | $134,475-87.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -27.31% | -12.44%-14.9pp | -14.97%-12.3pp | 417.96%-445.3pp |
| Employer contribution / active EE | $7,731 | $5,222+48.0% | $4,232+82.7% | $4,740+63.1% |
| Participant deferral / active EE | $4,707 | $6,469-27.2% | $5,602-16.0% | $6,400-26.5% |
| Admin fee / account holder | $2,124 | $13,584-84.4% | $10,323-79.4% | $11,426-81.4% |