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 | $6,795 | $55,415-87.7% | $155,509-95.6% | $74,495-90.9% |
| Participation rate | 77.0% | 61.9%+15.1pp | 78.2%-1.2pp | 67.2%+9.8pp |
| Annual return | 9.76% | 268.50%-258.7pp | 64.67%-54.9pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $672 | $2,267-70.4% | $4,672-85.6% | $2,623-74.4% |
| Participant deferral / active EE | $2,121 | $2,836-25.2% | $5,626-62.3% | $4,346-51.2% |
| Admin fee / account holder | $1,643 | $1,738-5.5% | $15,912-89.7% | $1,942-15.4% |