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 3-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 | $13,928 | $101,317-86.3% | $146,958-90.5% | $74,495-81.3% |
| Participation rate | 79.2% | 75.5%+3.7pp | 82.2%-2.9pp | 67.2%+12.0pp |
| Annual return | 11.04% | 8730.91%-8719.9pp | 418.34%-407.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,403 | $3,810-63.2% | $4,933-71.6% | $2,623-46.5% |
| Participant deferral / active EE | $3,251 | $7,303-55.5% | $8,070-59.7% | $4,346-25.2% |
| Admin fee / account holder | $594 | $1,739-65.8% | $12,998-95.4% | $1,942-69.4% |