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 | $19,346 | $77,813-75.1% | $123,544-84.3% | $64,186-69.9% |
| Participation rate | 73.8% | 74.7%-0.9pp | 82.3%-8.5pp | 69.6%+4.2pp |
| Annual return | -12.59% | 12.48%-25.1pp | 119.20%-131.8pp | 7.63%-20.2pp |
| Employer contribution / active EE | $2,535 | $3,014-15.9% | $4,628-45.2% | $2,381+6.5% |
| Participant deferral / active EE | $4,440 | $5,240-15.3% | $6,426-30.9% | $3,470+28.0% |
| Admin fee / account holder | $400 | $5,519-92.8% | $9,284-95.7% | $4,888-91.8% |