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 10-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 | $10,374 | $112,096-90.7% | $95,952-89.2% | $158,922-93.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.14% | 171.09%-166.0pp | 91.61%-86.5pp | 302.83%-297.7pp |
| Employer contribution / active EE | $2,604 | $3,198-18.6% | $2,541+2.5% | $4,761-45.3% |
| Participant deferral / active EE | $1,823 | $4,784-61.9% | $4,167-56.2% | $5,982-69.5% |
| Admin fee / account holder | $574 | $10,130-94.3% | $6,795-91.5% | $11,246-94.9% |