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 | $8,010 | $89,355-91.0% | $141,162-94.3% | $72,985-89.0% |
| Participation rate | 79.3% | 75.1%+4.2pp | 82.5%-3.2pp | 69.5%+9.8pp |
| Annual return | 16.63% | 111.85%-95.2pp | 71.39%-54.8pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,153 | $3,114-63.0% | $4,735-75.6% | $2,440-52.7% |
| Participant deferral / active EE | $3,693 | $5,418-31.8% | $6,709-44.9% | $3,607+2.4% |
| Admin fee / account holder | $2,203 | $5,958-63.0% | $10,261-78.5% | $5,124-57.0% |