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 | $1,477 | $64,480-97.7% | $81,382-98.2% | $80,856-98.2% |
| Participation rate | 84.2% | 63.9%+20.3pp | 69.5%+14.7pp | 67.6%+16.6pp |
| Annual return | 5.37% | 16.34%-11.0pp | 24.73%-19.4pp | 35.59%-30.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,197 | $3,094-61.3% | $3,883-69.2% | $4,296-72.1% |
| Admin fee / account holder | $347 | $5,671-93.9% | $5,768-94.0% | $6,918-95.0% |