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 | $13,887 | $105,998-86.9% | $92,233-84.9% | $147,584-90.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.91% | 50.05%-44.1pp | 176.28%-170.4pp | 578.55%-572.6pp |
| Employer contribution / active EE | $1,409 | $4,333-67.5% | $3,679-61.7% | $4,876-71.1% |
| Participant deferral / active EE | $2,250 | $4,478-49.8% | $3,897-42.3% | $5,439-58.6% |
| Admin fee / account holder | $649 | $6,332-89.8% | $5,194-87.5% | $10,885-94.0% |