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 | $5,288 | $68,719-92.3% | $91,541-94.2% | $84,808-93.8% |
| Participation rate | 80.0% | 64.5%+15.5pp | 69.8%+10.2pp | 68.3%+11.7pp |
| Annual return | 12.61% | 19.12%-6.5pp | 20.50%-7.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,246 | $3,136-60.3% | $4,008-68.9% | $4,212-70.4% |
| Admin fee / account holder | $444 | $5,786-92.3% | $6,956-93.6% | $7,344-93.9% |