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 | $19,255 | $105,181-81.7% | $159,436-87.9% | $85,850-77.6% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.8%+11.9pp | 69.3%+25.4pp |
| Annual return | 11.52% | 45.07%-33.6pp | 263.57%-252.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $5,067 | $3,318+52.7% | $4,829+4.9% | $2,565+97.5% |
| Participant deferral / active EE | $3,970 | $5,945-33.2% | $7,352-46.0% | $3,952+0.5% |
| Admin fee / account holder | $1,060 | $6,933-84.7% | $10,799-90.2% | $6,260-83.1% |