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 3-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 | $11,714 | $83,902-86.0% | $167,512-93.0% | $84,808-86.2% |
| Participation rate | 74.3% | 66.5%+7.8pp | 77.1%-2.8pp | 68.3%+6.0pp |
| Annual return | 12.85% | 91.55%-78.7pp | 1615.79%-1602.9pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,065 | $2,264-52.9% | $3,882-72.6% | $2,631-59.5% |
| Participant deferral / active EE | $2,606 | $4,442-41.3% | $6,405-59.3% | $4,212-38.1% |
| Admin fee / account holder | $3,265 | $7,915-58.8% | $9,769-66.6% | $7,344-55.5% |