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 4-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 | $11,538 | $165,984-93.0% | $164,813-93.0% | $145,922-92.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 4.10% | 100.03%-95.9pp | 69.93%-65.8pp | 561.29%-557.2pp |
| Employer contribution / active EE | $1,566 | $5,273-70.3% | $4,341-63.9% | $4,660-66.4% |
| Participant deferral / active EE | $3,514 | $6,959-49.5% | $6,031-41.7% | $6,688-47.5% |
| Admin fee / account holder | $483 | $16,648-97.1% | $12,690-96.2% | $13,397-96.4% |