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 7-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 | $22,430 | $202,318-88.9% | $172,739-87.0% | $152,861-85.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.55% | 1029.65%-1029.1pp | 802.84%-802.3pp | 345.32%-344.8pp |
| Employer contribution / active EE | $6,370 | $5,856+8.8% | $5,143+23.9% | $4,762+33.8% |
| Participant deferral / active EE | $6,101 | $5,948+2.6% | $5,198+17.4% | $5,850+4.3% |
| Admin fee / account holder | $906 | $17,109-94.7% | $13,954-93.5% | $11,596-92.2% |