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 9-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 | $16,822 | $152,587-89.0% | $125,175-86.6% | $152,861-89.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.44% | 54.84%-50.4pp | 43.79%-39.4pp | 345.32%-340.9pp |
| Employer contribution / active EE | $3,261 | $4,946-34.1% | $3,865-15.6% | $4,762-31.5% |
| Participant deferral / active EE | $3,645 | $5,868-37.9% | $4,937-26.2% | $5,850-37.7% |
| Admin fee / account holder | $530 | $13,434-96.1% | $9,702-94.5% | $11,596-95.4% |