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 7-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 | $16,433 | $167,307-90.2% | $143,757-88.6% | $134,475-87.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.12% | 0.46%-23.6pp | -0.04%-23.1pp | 417.96%-441.1pp |
| Employer contribution / active EE | $4,385 | $5,619-22.0% | $4,951-11.4% | $4,740-7.5% |
| Participant deferral / active EE | $7,335 | $6,446+13.8% | $5,637+30.1% | $6,400+14.6% |
| Admin fee / account holder | $1,806 | $18,088-90.0% | $14,673-87.7% | $11,426-84.2% |