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 4-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 | $12,141 | $55,415-78.1% | $155,509-92.2% | $74,495-83.7% |
| Participation rate | 86.1% | 61.9%+24.2pp | 78.2%+7.9pp | 67.2%+18.9pp |
| Annual return | 7.72% | 268.50%-260.8pp | 64.67%-56.9pp | 1364.94%-1357.2pp |
| Employer contribution / active EE | $810 | $2,267-64.3% | $4,672-82.7% | $2,623-69.1% |
| Participant deferral / active EE | $2,325 | $2,836-18.0% | $5,626-58.7% | $4,346-46.5% |
| Admin fee / account holder | $1,415 | $1,738-18.6% | $15,912-91.1% | $1,942-27.1% |