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 | $8,373 | $85,202-90.2% | $172,739-95.2% | $72,985-88.5% |
| Participation rate | 82.8% | 70.1%+12.7pp | 82.6%+0.1pp | 69.5%+13.3pp |
| Annual return | 8.91% | 27.32%-18.4pp | 802.84%-793.9pp | 81.00%-72.1pp |
| Employer contribution / active EE | $782 | $3,324-76.5% | $5,143-84.8% | $2,440-68.0% |
| Participant deferral / active EE | $1,586 | $3,260-51.3% | $5,198-69.5% | $3,607-56.0% |
| Admin fee / account holder | $1,510 | $5,884-74.3% | $13,954-89.2% | $5,124-70.5% |