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 | $21,324 | $157,256-86.4% | $141,162-84.9% | $152,861-86.1% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 0.33% | 64.32%-64.0pp | 71.39%-71.1pp | 345.32%-345.0pp |
| Employer contribution / active EE | $2,217 | $5,261-57.9% | $4,735-53.2% | $4,762-53.4% |
| Participant deferral / active EE | $3,561 | $7,109-49.9% | $6,709-46.9% | $5,850-39.1% |
| Admin fee / account holder | $3,056 | $12,120-74.8% | $10,261-70.2% | $11,596-73.6% |