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 4-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 | $4,997 | $114,047-95.6% | $96,139-94.8% | $167,490-97.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 7.37% | 189.88%-182.5pp | 191.94%-184.6pp | 478.56%-471.2pp |
| Employer contribution / active EE | $1,362 | $3,427-60.3% | $2,797-51.3% | $4,837-71.8% |
| Participant deferral / active EE | $2,646 | $5,194-49.0% | $4,349-39.1% | $6,341-58.3% |
| Admin fee / account holder | $1,193 | $6,897-82.7% | $5,537-78.5% | $12,309-90.3% |