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 | $23,792 | $125,758-81.1% | $169,993-86.0% | $75,163-68.3% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | 9.68% | 27.20%-17.5pp | 53.37%-43.7pp | 160.62%-150.9pp |
| Employer contribution / active EE | $9,813 | $4,615+112.6% | $6,785+44.6% | $2,670+267.5% |
| Participant deferral / active EE | $3,215 | $6,837-53.0% | $10,408-69.1% | $4,125-22.1% |
| Admin fee / account holder | $460 | $8,173-94.4% | $12,815-96.4% | $5,651-91.9% |