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 6-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 | $5,666 | $48,265-88.3% | $68,791-91.8% | $68,494-91.7% |
| Participation rate | 86.2% | 60.7%+25.5pp | 69.0%+17.2pp | 67.9%+18.3pp |
| Annual return | -20.78% | -12.71%-8.1pp | -6.38%-14.4pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,109 | $1,829-39.3% | $2,655-58.2% | $2,596-57.3% |
| Participant deferral / active EE | $3,211 | $2,867+12.0% | $3,941-18.5% | $4,027-20.3% |
| Admin fee / account holder | $739 | $4,355-83.0% | $4,932-85.0% | $5,403-86.3% |