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 | $30,210 | $100,041-69.8% | $149,718-79.8% | $70,131-56.9% |
| Participation rate | 97.3% | 83.6%+13.7pp | 87.1%+10.2pp | 69.5%+27.7pp |
| Annual return | 10.47% | 27.43%-17.0pp | 1501.63%-1491.2pp | 73.14%-62.7pp |
| Employer contribution / active EE | $2,624 | $3,662-28.3% | $5,445-51.8% | $2,342+12.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $954 | $8,286-88.5% | $11,283-91.5% | $4,645-79.5% |