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 6-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 | $5,973 | $165,984-96.4% | $164,813-96.4% | $145,922-95.9% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.6%+10.9pp | 80.3%+9.2pp |
| Annual return | 4.03% | 100.03%-96.0pp | 69.93%-65.9pp | 561.29%-557.3pp |
| Employer contribution / active EE | $1,282 | $5,273-75.7% | $4,341-70.5% | $4,660-72.5% |
| Participant deferral / active EE | $2,228 | $6,959-68.0% | $6,031-63.1% | $6,688-66.7% |
| Admin fee / account holder | $762 | $16,648-95.4% | $12,690-94.0% | $13,397-94.3% |