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 8-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 | $17,753 | $102,317-82.6% | $146,958-87.9% | $80,856-78.0% |
| Participation rate | 81.6% | 75.8%+5.8pp | 82.2%-0.5pp | 67.6%+14.0pp |
| Annual return | 6.49% | 134.76%-128.3pp | 418.34%-411.8pp | 35.59%-29.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,402 | $6,644-48.8% | $8,070-57.8% | $4,296-20.8% |
| Admin fee / account holder | $1,397 | $7,941-82.4% | $12,998-89.3% | $6,918-79.8% |