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 | $3,867 | $65,409-94.1% | $98,442-96.1% | $85,850-95.5% |
| Participation rate | 97.1% | 65.0%+32.1pp | 73.3%+23.8pp | 69.3%+27.8pp |
| Annual return | 7.10% | 21.76%-14.7pp | 1492.73%-1485.6pp | 318.53%-311.4pp |
| Employer contribution / active EE | $696 | $2,168-67.9% | $2,960-76.5% | $2,565-72.9% |
| Participant deferral / active EE | $973 | $3,166-69.3% | $4,276-77.3% | $3,952-75.4% |
| Admin fee / account holder | $580 | $4,593-87.4% | $5,949-90.3% | $6,260-90.7% |