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 | $11,211 | $63,346-82.3% | $92,233-87.8% | $70,131-84.0% |
| Participation rate | 89.3% | 68.7%+20.6pp | 76.5%+12.8pp | 69.5%+19.7pp |
| Annual return | 4.74% | 530.12%-525.4pp | 176.28%-171.5pp | 73.14%-68.4pp |
| Employer contribution / active EE | $2,640 | $2,471+6.8% | $3,679-28.2% | $2,342+12.7% |
| Participant deferral / active EE | $3,804 | $2,854+33.3% | $3,897-2.4% | $3,332+14.2% |
| Admin fee / account holder | $510 | $3,840-86.7% | $5,194-90.2% | $4,645-89.0% |