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 | $6,240 | $73,867-91.6% | $143,757-95.7% | $68,494-90.9% |
| Participation rate | 80.4% | 66.7%+13.7pp | 80.3%+0.1pp | 67.9%+12.5pp |
| Annual return | -19.72% | 1.01%-20.7pp | -0.04%-19.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $572 | $3,184-82.0% | $4,951-88.4% | $2,596-78.0% |
| Participant deferral / active EE | $1,967 | $3,384-41.9% | $5,637-65.1% | $4,027-51.2% |
| Admin fee / account holder | $1,691 | $5,755-70.6% | $14,673-88.5% | $5,403-68.7% |