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 8-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 | $16,751 | $183,963-90.9% | $162,163-89.7% | $152,861-89.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 7.91% | 150.76%-142.9pp | 115.59%-107.7pp | 345.32%-337.4pp |
| Employer contribution / active EE | $2,785 | $6,371-56.3% | $5,614-50.4% | $4,762-41.5% |
| Participant deferral / active EE | $8,037 | $8,0340% | $7,298+10.1% | $5,850+37.4% |
| Admin fee / account holder | $31,725 | $13,121+141.8% | $10,843+192.6% | $11,596+173.6% |