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 | $7,721 | $81,900-90.6% | $119,609-93.5% | $68,494-88.7% |
| Participation rate | 97.5% | 71.9%+25.6pp | 79.3%+18.2pp | 67.9%+29.6pp |
| Annual return | -22.08% | -23.82%+1.7pp | -14.97%-7.1pp | -7.84%-14.2pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,658 | $4,148+12.3% | $5,602-16.8% | $4,027+15.7% |
| Admin fee / account holder | $381 | $6,582-94.2% | $10,323-96.3% | $5,403-92.9% |