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 | $18,415 | $102,382-82.0% | $147,005-87.5% | $80,874-77.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.21% | 134.89%-124.7pp | 418.76%-408.6pp | 35.62%-25.4pp |
| Employer contribution / active EE | $2,372 | $3,715-36.2% | $4,934-51.9% | $2,756-13.9% |
| Participant deferral / active EE | $3,120 | $6,646-53.1% | $8,070-61.3% | $4,297-27.4% |
| Admin fee / account holder | $3,729 | $7,942-53.1% | $13,006-71.3% | $6,935-46.2% |