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 | $11,386 | $70,669-83.9% | $169,368-93.3% | $75,163-84.9% |
| Participation rate | 80.0% | 64.8%+15.2pp | 77.1%+2.9pp | 67.2%+12.8pp |
| Annual return | 13.76% | 36.36%-22.6pp | 405.60%-391.8pp | 160.62%-146.9pp |
| Employer contribution / active EE | $511 | $2,211-76.9% | $4,013-87.3% | $2,670-80.9% |
| Participant deferral / active EE | $1,598 | $4,311-62.9% | $6,221-74.3% | $4,125-61.3% |
| Admin fee / account holder | $756 | $5,402-86.0% | $9,003-91.6% | $5,651-86.6% |