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 4-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 | $14,638 | $110,094-86.7% | $151,611-90.3% | $68,494-78.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.75% | -10.12%-9.6pp | 3.33%-23.1pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,422 | $4,471-45.8% | $6,166-60.7% | $2,596-6.7% |
| Participant deferral / active EE | $4,596 | $6,527-29.6% | $8,363-45.0% | $4,027+14.1% |
| Admin fee / account holder | $320 | $7,719-95.9% | $11,616-97.2% | $5,403-94.1% |