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 7-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 | $20,512 | $102,317-80.0% | $146,958-86.0% | $80,856-74.6% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.2%+1.0pp | 67.6%+15.5pp |
| Annual return | 11.29% | 134.76%-123.5pp | 418.34%-407.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,614 | $6,644-15.5% | $8,070-30.4% | $4,296+30.7% |
| Admin fee / account holder | $1,151 | $7,941-85.5% | $12,998-91.1% | $6,918-83.4% |