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 | $12,121 | $105,859-88.5% | $90,160-86.6% | $147,584-91.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 6.58% | 37.63%-31.0pp | 34.88%-28.3pp | 578.55%-572.0pp |
| Employer contribution / active EE | $684 | $4,126-83.4% | $3,318-79.4% | $4,876-86.0% |
| Participant deferral / active EE | $13,714 | $5,733+139.2% | $5,288+159.4% | $5,439+152.2% |
| Admin fee / account holder | $10,384 | $8,046+29.1% | $5,943+74.7% | $10,885-4.6% |