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 9-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 | $25,828 | $217,402-88.1% | $185,823-86.1% | $167,490-84.6% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 6.20% | 148.36%-142.2pp | 122.05%-115.9pp | 478.56%-472.4pp |
| Employer contribution / active EE | $3,819 | $5,873-35.0% | $5,167-26.1% | $4,837-21.0% |
| Participant deferral / active EE | $3,310 | $6,356-47.9% | $5,568-40.6% | $6,341-47.8% |
| Admin fee / account holder | $450 | $19,811-97.7% | $16,237-97.2% | $12,309-96.3% |