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 | $3,668 | $104,974-96.5% | $95,585-96.2% | $142,382-97.4% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.1%+6.5pp | 80.1%-1.5pp |
| Annual return | 4.86% | 210.33%-205.5pp | 38.56%-33.7pp | 217.08%-212.2pp |
| Employer contribution / active EE | $764 | $2,779-72.5% | $2,527-69.8% | $4,299-82.2% |
| Participant deferral / active EE | $1,026 | $4,352-76.4% | $4,023-74.5% | $6,507-84.2% |
| Admin fee / account holder | $1,042 | $6,386-83.7% | $6,127-83.0% | $12,624-91.7% |