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 | $20,804 | $152,587-86.4% | $125,175-83.4% | $152,861-86.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 1.84% | 54.84%-53.0pp | 43.79%-42.0pp | 345.32%-343.5pp |
| Employer contribution / active EE | $3,935 | $4,946-20.4% | $3,865+1.8% | $4,762-17.4% |
| Participant deferral / active EE | $4,692 | $5,868-20.0% | $4,937-5.0% | $5,850-19.8% |
| Admin fee / account holder | $1,579 | $13,434-88.3% | $9,702-83.7% | $11,596-86.4% |