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 | $17,410 | $150,440-88.4% | $136,294-87.2% | $147,584-88.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.78% | 1049.08%-1045.3pp | 5155.94%-5152.2pp | 578.55%-574.8pp |
| Employer contribution / active EE | $1,172 | $5,256-77.7% | $4,695-75.0% | $4,876-76.0% |
| Participant deferral / active EE | $2,456 | $6,630-63.0% | $6,247-60.7% | $5,439-54.8% |
| Admin fee / account holder | $415 | $10,905-96.2% | $9,243-95.5% | $10,885-96.2% |