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 | $14,964 | $209,411-92.9% | $178,490-91.6% | $158,922-90.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.01% | 188.75%-183.7pp | 151.07%-146.1pp | 302.83%-297.8pp |
| Employer contribution / active EE | $1,353 | $5,706-76.3% | $5,011-73.0% | $4,761-71.6% |
| Participant deferral / active EE | $2,966 | $5,954-50.2% | $5,202-43.0% | $5,982-50.4% |
| Admin fee / account holder | $1,975 | $17,074-88.4% | $13,984-85.9% | $11,246-82.4% |