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 9-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 | $16,073 | $77,813-79.3% | $123,544-87.0% | $64,186-75.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -13.33% | 12.48%-25.8pp | 119.20%-132.5pp | 7.63%-21.0pp |
| Employer contribution / active EE | $2,446 | $3,014-18.9% | $4,628-47.2% | $2,381+2.7% |
| Participant deferral / active EE | $5,171 | $5,240-1.3% | $6,426-19.5% | $3,470+49.0% |
| Admin fee / account holder | $379 | $5,519-93.1% | $9,284-95.9% | $4,888-92.2% |