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 | $7,931 | $81,248-90.2% | $155,509-94.9% | $80,856-90.2% |
| Participation rate | 77.5% | 66.2%+11.3pp | 78.2%-0.7pp | 67.6%+9.9pp |
| Annual return | -4.13% | 33.31%-37.4pp | 64.67%-68.8pp | 35.59%-39.7pp |
| Employer contribution / active EE | $409 | $3,100-86.8% | $4,672-91.3% | $2,755-85.2% |
| Participant deferral / active EE | $1,648 | $3,452-52.3% | $5,626-70.7% | $4,296-61.6% |
| Admin fee / account holder | $1,342 | $7,997-83.2% | $15,912-91.6% | $6,918-80.6% |