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 | $2,642 | $56,053-95.3% | $75,972-96.5% | $80,856-96.7% |
| Participation rate | 81.8% | 62.0%+19.8pp | 69.1%+12.8pp | 67.6%+14.2pp |
| Annual return | 4.66% | 20.53%-15.9pp | 359.55%-354.9pp | 35.59%-30.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,453 | $3,052-19.6% | $4,255-42.3% | $4,296-42.9% |
| Admin fee / account holder | $1,673 | $5,234-68.0% | $6,467-74.1% | $6,918-75.8% |