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 | $3,492 | $56,053-93.8% | $75,972-95.4% | $80,856-95.7% |
| Participation rate | 84.8% | 62.0%+22.8pp | 69.1%+15.8pp | 67.6%+17.2pp |
| Annual return | -12.96% | 20.53%-33.5pp | 359.55%-372.5pp | 35.59%-48.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,288 | $3,052-25.0% | $4,255-46.2% | $4,296-46.7% |
| Admin fee / account holder | $1,643 | $5,234-68.6% | $6,467-74.6% | $6,918-76.3% |