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 9-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 | $13,941 | $115,770-88.0% | $101,248-86.2% | $158,922-91.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 6.54% | 56.14%-49.6pp | 46.47%-39.9pp | 302.83%-296.3pp |
| Employer contribution / active EE | $1,037 | $4,175-75.2% | $3,660-71.7% | $4,761-78.2% |
| Participant deferral / active EE | $1,385 | $4,957-72.1% | $4,370-68.3% | $5,982-76.8% |
| Admin fee / account holder | $1,529 | $7,245-78.9% | $5,945-74.3% | $11,246-86.4% |