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 | $16,099 | $183,592-91.2% | $155,567-89.7% | $145,959-89.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.42% | 61.24%-56.8pp | 64.74%-60.3pp | 561.95%-557.5pp |
| Employer contribution / active EE | $2,087 | $5,315-60.7% | $4,674-55.4% | $4,661-55.2% |
| Participant deferral / active EE | $7,698 | $6,464+19.1% | $5,628+36.8% | $6,689+15.1% |
| Admin fee / account holder | $63,527 | $19,318+228.8% | $15,916+299.1% | $13,398+374.2% |