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 | $12,221 | $201,272-93.9% | $184,203-93.4% | $145,922-91.6% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 5.14% | 29.00%-23.9pp | 28.81%-23.7pp | 561.29%-556.2pp |
| Employer contribution / active EE | $1,662 | $7,022-76.3% | $6,427-74.1% | $4,660-64.3% |
| Participant deferral / active EE | $3,324 | $9,806-66.1% | $9,131-63.6% | $6,688-50.3% |
| Admin fee / account holder | $30,581 | $16,364+86.9% | $13,901+120.0% | $13,397+128.3% |