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 | $21,969 | $89,753-75.5% | $107,525-79.6% | $84,808-74.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 8.48% | 29.48%-21.0pp | 181.32%-172.8pp | 40.90%-32.4pp |
| Employer contribution / active EE | $7,066 | $3,113+127.0% | $3,754+88.3% | $2,631+168.6% |
| Participant deferral / active EE | $1,721 | $4,056-57.6% | $5,116-66.4% | $4,212-59.1% |
| Admin fee / account holder | $4,411 | $7,222-38.9% | $8,919-50.5% | $7,344-39.9% |