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 | $9,768 | $111,754-91.3% | $103,333-90.5% | $145,922-93.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.30% | 24.77%-17.5pp | 24.88%-17.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,779 | $4,212-57.8% | $3,868-54.0% | $4,660-61.8% |
| Participant deferral / active EE | $3,454 | $5,619-38.5% | $5,057-31.7% | $6,688-48.3% |
| Admin fee / account holder | $335 | $9,750-96.6% | $8,355-96.0% | $13,397-97.5% |