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 10-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 | $14,986 | $98,750-84.8% | $149,696-90.0% | $79,858-81.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.62% | 27.43%-18.8pp | 276.60%-268.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $4,355 | $3,216+35.4% | $4,644-6.2% | $2,471+76.2% |
| Participant deferral / active EE | $2,982 | $5,680-47.5% | $6,842-56.4% | $3,740-20.3% |
| Admin fee / account holder | $851 | $6,053-85.9% | $9,309-90.9% | $5,306-84.0% |